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 | $257,494 | $177,572+45.0% | $154,803+66.3% | $142,382+80.8% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 36.04% | 65.07%-29.0pp | 58.88%-22.8pp | 217.08%-181.0pp |
| Employer contribution / active EE | $1,927 | $4,810-60.0% | $4,305-55.3% | $4,299-55.2% |
| Participant deferral / active EE | $12,417 | $6,272+98.0% | $5,540+124.1% | $6,507+90.8% |
| Admin fee / account holder | $2,461 | $16,786-85.3% | $14,329-82.8% | $12,624-80.5% |