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 | $254,539 | $80,968+214.4% | $96,544+163.7% | $75,163+238.6% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 14.47% | 27.06%-12.6pp | 25.84%-11.4pp | 160.62%-146.1pp |
| Employer contribution / active EE | $3,812 | $2,282+67.1% | $2,965+28.6% | $2,670+42.8% |
| Participant deferral / active EE | $9,255 | $3,928+135.6% | $4,851+90.8% | $4,125+124.3% |
| Admin fee / account holder | $7,609 | $6,724+13.2% | $8,252-7.8% | $5,651+34.7% |