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 | $332,953 | $163,101+104.1% | $136,749+143.5% | $142,382+133.8% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 16.22% | 27.54%-11.3pp | 24.33%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,315 | $4,117+4.8% | $3,400+26.9% | $4,299+0.4% |
| Participant deferral / active EE | $16,873 | $5,585+202.1% | $4,692+259.6% | $6,507+159.3% |
| Admin fee / account holder | $1,754 | $14,318-87.8% | $11,386-84.6% | $12,624-86.1% |