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 | $268,402 | $100,970+165.8% | $96,576+177.9% | $137,256+95.5% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 15.36% | 38.16%-22.8pp | 38.47%-23.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,943 | $3,809-22.7% | $3,553-17.2% | $4,156-29.2% |
| Participant deferral / active EE | $12,026 | $8,286+45.1% | $7,956+51.1% | $6,407+87.7% |
| Admin fee / account holder | $2,071 | $11,312-81.7% | $11,381-81.8% | $12,270-83.1% |