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 | $271,226 | $181,894+49.1% | $156,549+73.3% | $273,961-1.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 16.62% | 30.74%-14.1pp | 32.23%-15.6pp | 41.45%-24.8pp |
| Employer contribution / active EE | $5,962 | $6,248-4.6% | $5,501+8.4% | $4,869+22.4% |
| Participant deferral / active EE | $4,165 | $5,550-25.0% | $4,871-14.5% | $5,287-21.2% |
| Admin fee / account holder | $4,204 | $15,559-73.0% | $13,027-67.7% | $10,132-58.5% |