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 | $356,153 | $86,929+309.7% | $102,423+247.7% | $80,856+340.5% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 31.08% | 18.88%+12.2pp | 29.32%+1.8pp | 35.59%-4.5pp |
| Employer contribution / active EE | $4,148 | $2,369+75.1% | $3,023+37.2% | $2,755+50.6% |
| Participant deferral / active EE | $9,517 | $4,118+131.1% | $5,053+88.3% | $4,296+121.5% |
| Admin fee / account holder | $6,744 | $8,049-16.2% | $9,451-28.6% | $6,918-2.5% |