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 | $250,333 | $178,174+40.5% | $156,181+60.3% | $137,256+82.4% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.8%+5.8pp | 80.0%+4.7pp |
| Annual return | 19.04% | 84.19%-65.1pp | 64.87%-45.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $4,079 | $4,972-18.0% | $4,294-5.0% | $4,156-1.9% |
| Participant deferral / active EE | $7,082 | $6,888+2.8% | $6,132+15.5% | $6,407+10.5% |
| Admin fee / account holder | $1,104 | $17,404-93.7% | $14,586-92.4% | $12,270-91.0% |