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 | $424,544 | $162,781+160.8% | $133,956+216.9% | $158,922+167.1% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 18.22% | 41.94%-23.7pp | 45.09%-26.9pp | 302.83%-284.6pp |
| Employer contribution / active EE | $11,564 | $4,975+132.4% | $3,919+195.1% | $4,761+142.9% |
| Participant deferral / active EE | $9,249 | $5,911+56.5% | $5,048+83.2% | $5,982+54.6% |
| Admin fee / account holder | $3,252 | $11,736-72.3% | $8,927-63.6% | $11,246-71.1% |