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 | $294,757 | $228,332+29.1% | $185,823+58.6% | $158,922+85.5% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 12.92% | 40.80%-27.9pp | 35.95%-23.0pp | 302.83%-289.9pp |
| Employer contribution / active EE | $3,658 | $4,967-26.3% | $4,087-10.5% | $4,761-23.2% |
| Participant deferral / active EE | $14,355 | $6,415+123.8% | $5,632+154.9% | $5,982+140.0% |
| Admin fee / account holder | $1,429 | $11,864-88.0% | $9,500-85.0% | $11,246-87.3% |