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 | $161,352+159.7% | $134,172+212.3% | $137,256+205.2% |
| Participation rate | 77.8% | 78.3%-0.5pp | 72.5%+5.3pp | 80.0%-2.2pp |
| Annual return | 23.83% | 28.72%-4.9pp | 25.30%-1.5pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,583 | $4,099-61.4% | $3,420-53.7% | $4,156-61.9% |
| Participant deferral / active EE | $11,631 | $5,552+109.5% | $4,690+148.0% | $6,407+81.5% |
| Admin fee / account holder | $20,295 | $15,028+35.1% | $12,016+68.9% | $12,270+65.4% |