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 | $298,361 | $110,257+170.6% | $96,544+209.0% | $139,434+114.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 15.09% | 26.32%-11.2pp | 25.84%-10.8pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,026 | $3,620-71.6% | $2,965-65.4% | $4,751-78.4% |
| Participant deferral / active EE | $5,098 | $5,548-8.1% | $4,851+5.1% | $6,710-24.0% |
| Admin fee / account holder | $10,152 | $11,591-12.4% | $8,252+23.0% | $11,403-11.0% |