See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,211 | $108,825+210.8% | $156,181+116.6% | $82,448+310.2% |
| Participation rate | 85.2% | 72.4%+12.8pp | 78.8%+6.4pp | 68.1%+17.1pp |
| Annual return | 14.44% | 20.59%-6.1pp | 64.87%-50.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $4,166 | $2,870+45.2% | $4,294-3.0% | $2,551+63.3% |
| Participant deferral / active EE | $10,343 | $4,577+126.0% | $6,132+68.7% | $4,139+149.9% |
| Admin fee / account holder | $6,238 | $9,341-33.2% | $14,586-57.2% | $7,234-13.8% |