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 | $261,364 | $127,777+104.5% | $106,548+145.3% | $167,490+56.0% |
| Participation rate | 80.0% | 78.3%+1.7pp | 76.1%+3.9pp | 82.1%-2.1pp |
| Annual return | 24.82% | 33.87%-9.1pp | 26.80%-2.0pp | 478.56%-453.7pp |
| Employer contribution / active EE | $3,081 | $3,427-10.1% | $2,819+9.3% | $4,837-36.3% |
| Participant deferral / active EE | $6,273 | $5,087+23.3% | $4,398+42.6% | $6,341-1.1% |
| Admin fee / account holder | $7,585 | $11,228-32.4% | $7,407+2.4% | $12,309-38.4% |