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 | $299,027 | $87,166+243.1% | $76,735+289.7% | $137,256+117.9% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 15.22% | 26.50%-11.3pp | 29.77%-14.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $21,420 | $2,904+637.5% | $2,454+772.8% | $4,156+415.4% |
| Participant deferral / active EE | $7,851 | $4,726+66.1% | $4,088+92.1% | $6,407+22.5% |
| Admin fee / account holder | $1,369 | $8,403-83.7% | $7,189-81.0% | $12,270-88.8% |