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 | $264,175 | $94,338+180.0% | $100,534+162.8% | $142,382+85.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 20.58% | 29.20%-8.6pp | 32.66%-12.1pp | 217.08%-196.5pp |
| Employer contribution / active EE | $5,515 | $4,237+30.2% | $4,346+26.9% | $4,299+28.3% |
| Participant deferral / active EE | $6,741 | $5,934+13.6% | $6,144+9.7% | $6,507+3.6% |
| Admin fee / account holder | $1,832 | $8,421-78.2% | $7,654-76.1% | $12,624-85.5% |