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 | $262,023 | $118,450+121.2% | $98,439+166.2% | $139,434+87.9% |
| Participation rate | 88.9% | 77.4%+11.5pp | 75.2%+13.7pp | 80.3%+8.6pp |
| Annual return | 10.96% | 18.94%-8.0pp | 21.16%-10.2pp | 372.94%-362.0pp |
| Employer contribution / active EE | $3,119 | $3,609-13.6% | $3,048+2.3% | $4,751-34.4% |
| Participant deferral / active EE | $5,803 | $5,392+7.6% | $4,738+22.5% | $6,710-13.5% |
| Admin fee / account holder | $10,142 | $14,026-27.7% | $8,948+13.3% | $11,403-11.1% |