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 | $252,114 | $109,881+129.4% | $150,045+68.0% | $84,808+197.3% |
| Participation rate | 93.8% | 76.1%+17.7pp | 82.3%+11.4pp | 68.3%+25.4pp |
| Annual return | 20.17% | 28.25%-8.1pp | 62.55%-42.4pp | 40.90%-20.7pp |
| Employer contribution / active EE | $6,818 | $3,561+91.4% | $4,693+45.3% | $2,631+159.1% |
| Participant deferral / active EE | $11,565 | $6,636+74.3% | $7,997+44.6% | $4,212+174.6% |
| Admin fee / account holder | $1,233 | $8,568-85.6% | $13,435-90.8% | $7,344-83.2% |