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 | $328,424 | $135,952+141.6% | $123,892+165.1% | $273,961+19.9% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 12.00% | 56.63%-44.6pp | 47.52%-35.5pp | 41.45%-29.5pp |
| Employer contribution / active EE | $1,696 | $5,170-67.2% | $4,617-63.3% | $4,869-65.2% |
| Participant deferral / active EE | $3,411 | $6,343-46.2% | $5,984-43.0% | $5,287-35.5% |
| Admin fee / account holder | $612 | $9,817-93.8% | $8,357-92.7% | $10,132-94.0% |