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 | $106,584+151.8% | $101,326+164.9% | $142,382+88.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 15.36% | 36.93%-21.6pp | 36.82%-21.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,943 | $3,956-25.6% | $3,665-19.7% | $4,299-31.5% |
| Participant deferral / active EE | $12,026 | $8,297+44.9% | $7,994+50.4% | $6,507+84.8% |
| Admin fee / account holder | $2,071 | $11,446-81.9% | $11,185-81.5% | $12,624-83.6% |