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 | $325,877 | $153,772+111.9% | $133,980+143.2% | $273,961+19.0% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 10.45% | 36.51%-26.1pp | 29.30%-18.8pp | 41.45%-31.0pp |
| Employer contribution / active EE | $12,646 | $6,029+109.8% | $5,211+142.7% | $4,869+159.7% |
| Participant deferral / active EE | $13,187 | $6,958+89.5% | $6,282+109.9% | $5,287+149.4% |
| Admin fee / account holder | $3,941 | $11,765-66.5% | $9,324-57.7% | $10,132-61.1% |