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 | $283,138 | $153,772+84.1% | $133,980+111.3% | $273,961+3.3% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.1%-0.4pp | 83.0%+3.7pp |
| Annual return | 8.91% | 36.51%-27.6pp | 29.30%-20.4pp | 41.45%-32.5pp |
| Employer contribution / active EE | $6,532 | $6,029+8.3% | $5,211+25.3% | $4,869+34.2% |
| Participant deferral / active EE | $5,507 | $6,958-20.9% | $6,282-12.3% | $5,287+4.2% |
| Admin fee / account holder | $8,277 | $11,765-29.6% | $9,324-11.2% | $10,132-18.3% |