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 | $470,304 | $215,361+118.4% | $171,082+174.9% | $273,961+71.7% |
| Participation rate | 77.8% | 82.0%-4.2pp | 76.7%+1.1pp | 83.0%-5.2pp |
| Annual return | 21.09% | 25.14%-4.0pp | 32.56%-11.5pp | 41.45%-20.4pp |
| Employer contribution / active EE | $5,556 | $4,967+11.9% | $4,002+38.8% | $4,869+14.1% |
| Participant deferral / active EE | $14,176 | $5,543+155.7% | $4,797+195.5% | $5,287+168.1% |
| Admin fee / account holder | $393 | $10,846-96.4% | $8,520-95.4% | $10,132-96.1% |