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 | $311,451 | $95,971+224.5% | $74,550+317.8% | $135,375+130.1% |
| Participation rate | 77.3% | 75.7%+1.6pp | 69.1%+8.1pp | 82.6%-5.4pp |
| Annual return | 6.88% | 56.96%-50.1pp | 32.53%-25.7pp | 519.73%-512.9pp |
| Employer contribution / active EE | $1,809 | $2,716-33.4% | $1,961-7.7% | $4,779-62.1% |
| Participant deferral / active EE | $2,788 | $3,843-27.5% | $3,108-10.3% | $5,609-50.3% |
| Admin fee / account holder | $2,476 | $6,522-62.0% | $5,060-51.1% | $10,827-77.1% |