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 6-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 | $269,919 | $95,266+183.3% | $82,389+227.6% | $142,382+89.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.76% | 25.74%-7.0pp | 28.67%-9.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,551 | $2,991-14.7% | $2,517+1.3% | $4,299-40.7% |
| Participant deferral / active EE | $12,755 | $4,809+165.2% | $4,155+207.0% | $6,507+96.0% |
| Admin fee / account holder | $8,962 | $8,563+4.7% | $7,231+23.9% | $12,624-29.0% |