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 9-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 | $472,318 | $171,164+175.9% | $127,761+269.7% | $152,861+209.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.0%+4.3pp | 82.4%+0.9pp |
| Annual return | 26.85% | 23.54%+3.3pp | 26.14%+0.7pp | 345.32%-318.5pp |
| Employer contribution / active EE | $2,652 | $5,447-51.3% | $4,574-42.0% | $4,762-44.3% |
| Participant deferral / active EE | $5,919 | $7,038-15.9% | $6,021-1.7% | $5,850+1.2% |
| Admin fee / account holder | $15,174 | $14,530+4.4% | $9,395+61.5% | $11,596+30.9% |