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 5-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 | $269,816 | $81,248+232.1% | $155,509+73.5% | $80,856+233.7% |
| Participation rate | 70.4% | 66.2%+4.1pp | 78.2%-7.8pp | 67.6%+2.7pp |
| Annual return | 13.14% | 33.31%-20.2pp | 64.67%-51.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $4,328 | $3,100+39.6% | $4,672-7.4% | $2,755+57.1% |
| Participant deferral / active EE | $8,590 | $3,452+148.9% | $5,626+52.7% | $4,296+100.0% |
| Admin fee / account holder | $1,384 | $7,997-82.7% | $15,912-91.3% | $6,918-80.0% |