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 | $316,224 | $106,584+196.7% | $101,326+212.1% | $142,382+122.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 15.22% | 36.93%-21.7pp | 36.82%-21.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,113 | $3,956+29.2% | $3,665+39.5% | $4,299+18.9% |
| Participant deferral / active EE | $13,055 | $8,297+57.3% | $7,994+63.3% | $6,507+100.6% |
| Admin fee / account holder | $2,322 | $11,446-79.7% | $11,185-79.2% | $12,624-81.6% |