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 | $291,219 | $69,207+320.8% | $64,056+354.6% | $139,434+108.9% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 19.26% | 45.88%-26.6pp | 33.69%-14.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,245 | $3,182-60.9% | $2,747-54.7% | $4,751-73.8% |
| Participant deferral / active EE | $1,245 | $4,682-73.4% | $3,880-67.9% | $6,710-81.5% |
| Admin fee / account holder | $2,313 | $4,244-45.5% | $3,068-24.6% | $11,403-79.7% |