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 | $418,965 | $163,101+156.9% | $136,749+206.4% | $142,382+194.3% |
| Participation rate | 77.8% | 78.2%-0.4pp | 72.1%+5.6pp | 80.1%-2.3pp |
| Annual return | 23.83% | 27.54%-3.7pp | 24.33%-0.5pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,583 | $4,117-61.5% | $3,400-53.4% | $4,299-63.2% |
| Participant deferral / active EE | $11,631 | $5,585+108.3% | $4,692+147.9% | $6,507+78.7% |
| Admin fee / account holder | $20,295 | $14,318+41.7% | $11,386+78.2% | $12,624+60.8% |