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 | $493,547 | $127,065+288.4% | $113,168+336.1% | $142,382+246.6% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 16.51% | 24.03%-7.5pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,407 | $3,442-30.1% | $2,975-19.1% | $4,299-44.0% |
| Participant deferral / active EE | $12,916 | $5,716+126.0% | $5,107+152.9% | $6,507+98.5% |
| Admin fee / account holder | $4,312 | $15,736-72.6% | $12,068-64.3% | $12,624-65.8% |