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 | $357,379 | $111,535+220.4% | $105,223+239.6% | $137,256+160.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 16.09% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,233 | $3,939-17.9% | $3,689-12.3% | $4,156-22.2% |
| Participant deferral / active EE | $10,231 | $5,500+86.0% | $5,072+101.7% | $6,407+59.7% |
| Admin fee / account holder | $5,064 | $9,721-47.9% | $8,859-42.8% | $12,270-58.7% |