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 | $252,835 | $124,281+103.4% | $109,143+131.7% | $167,490+51.0% |
| Participation rate | 72.7% | 79.4%-6.7pp | 75.9%-3.1pp | 82.1%-9.4pp |
| Annual return | 10.80% | 26.04%-15.2pp | 25.75%-15.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $9,403 | $4,207+123.5% | $3,722+152.6% | $4,837+94.4% |
| Participant deferral / active EE | $5,698 | $5,255+8.4% | $4,653+22.4% | $6,341-10.1% |
| Admin fee / account holder | $1,945 | $7,970-75.6% | $6,752-71.2% | $12,309-84.2% |