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 | $391,541 | $127,065+208.1% | $113,168+246.0% | $142,382+175.0% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 19.78% | 24.03%-4.2pp | 24.27%-4.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $7,068 | $3,442+105.3% | $2,975+137.6% | $4,299+64.4% |
| Participant deferral / active EE | $3,192 | $5,716-44.2% | $5,107-37.5% | $6,507-51.0% |
| Admin fee / account holder | $317 | $15,736-98.0% | $12,068-97.4% | $12,624-97.5% |