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 | $397,010 | $127,065+212.4% | $113,168+250.8% | $142,382+178.8% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 12.10% | 24.03%-11.9pp | 24.27%-12.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $23,051 | $3,442+569.7% | $2,975+674.8% | $4,299+436.2% |
| Participant deferral / active EE | $13,123 | $5,716+129.6% | $5,107+157.0% | $6,507+101.7% |
| Admin fee / account holder | $7,298 | $15,736-53.6% | $12,068-39.5% | $12,624-42.2% |