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 | $304,435 | $228,332+33.3% | $185,823+63.8% | $158,922+91.6% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 7.29% | 40.80%-33.5pp | 35.95%-28.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $1,886 | $4,967-62.0% | $4,087-53.9% | $4,761-60.4% |
| Participant deferral / active EE | $4,982 | $6,415-22.3% | $5,632-11.5% | $5,982-16.7% |
| Admin fee / account holder | $3,115 | $11,864-73.7% | $9,500-67.2% | $11,246-72.3% |