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 | $321,959 | $115,882+177.8% | $100,516+220.3% | $158,922+102.6% |
| Participation rate | 77.8% | 81.6%-3.8pp | 79.4%-1.6pp | 82.0%-4.2pp |
| Annual return | 15.95% | 34.79%-18.8pp | 30.89%-14.9pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,214 | $4,103-46.1% | $3,418-35.2% | $4,761-53.5% |
| Participant deferral / active EE | $5,031 | $6,674-24.6% | $6,270-19.8% | $5,982-15.9% |
| Admin fee / account holder | $11,505 | $10,995+4.6% | $8,081+42.4% | $11,246+2.3% |