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 | $252,413 | $154,228+63.7% | $145,433+73.6% | $137,256+83.9% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 15.53% | 74.59%-59.1pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,943 | $4,804-38.7% | $4,554-35.4% | $4,156-29.2% |
| Participant deferral / active EE | $10,830 | $8,216+31.8% | $7,897+37.1% | $6,407+69.0% |
| Admin fee / account holder | $5,261 | $14,344-63.3% | $13,129-59.9% | $12,270-57.1% |