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 | $285,330 | $111,754+155.3% | $103,333+176.1% | $145,922+95.5% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 17.30% | 24.77%-7.5pp | 24.88%-7.6pp | 561.29%-544.0pp |
| Employer contribution / active EE | $2,859 | $4,212-32.1% | $3,868-26.1% | $4,660-38.6% |
| Participant deferral / active EE | $12,578 | $5,619+123.9% | $5,057+148.7% | $6,688+88.1% |
| Admin fee / account holder | $16,281 | $9,750+67.0% | $8,355+94.9% | $13,397+21.5% |