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 | $263,300 | $369,484-28.7% | $303,047-13.1% | $357,791-26.4% |
| Participation rate | 95.8% | 90.0%+5.8pp | 87.1%+8.7pp | 85.6%+10.2pp |
| Annual return | 12.81% | 0.42%+12.4pp | 2.47%+10.3pp | 396.79%-384.0pp |
| Employer contribution / active EE | $6,759 | $9,025-25.1% | $7,418-8.9% | $7,508-10.0% |
| Participant deferral / active EE | $9,548 | $5,439+75.5% | $5,070+88.3% | $5,521+72.9% |
| Admin fee / account holder | $6,925 | $49,137-85.9% | $39,333-82.4% | $28,387-75.6% |