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 | $264,888 | $111,535+137.5% | $105,223+151.7% | $137,256+93.0% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 18.95% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,746 | $3,939-30.3% | $3,689-25.6% | $4,156-33.9% |
| Participant deferral / active EE | $6,673 | $5,500+21.3% | $5,072+31.6% | $6,407+4.2% |
| Admin fee / account holder | $7,617 | $9,721-21.7% | $8,859-14.0% | $12,270-37.9% |