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 | $297,109 | $90,503+228.3% | $78,689+277.6% | $273,961+8.4% |
| Participation rate | 93.3% | 76.5%+16.8pp | 73.6%+19.8pp | 83.0%+10.3pp |
| Annual return | 9.39% | 75.60%-66.2pp | 62.18%-52.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $3,288 | $3,176+3.5% | $2,851+15.3% | $4,869-32.5% |
| Participant deferral / active EE | $7,101 | $3,901+82.0% | $3,517+101.9% | $5,287+34.3% |
| Admin fee / account holder | $26,889 | $5,263+410.9% | $4,510+496.2% | $10,132+165.4% |