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 | $351,523 | $95,803+266.9% | $113,168+210.6% | $84,808+314.5% |
| Participation rate | 76.0% | 72.9%+3.1pp | 76.6%-0.6pp | 68.3%+7.7pp |
| Annual return | 17.55% | 25.00%-7.5pp | 24.27%-6.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,062 | $2,360-55.0% | $2,975-64.3% | $2,631-59.6% |
| Participant deferral / active EE | $3,528 | $4,242-16.8% | $5,107-30.9% | $4,212-16.2% |
| Admin fee / account holder | $6,676 | $8,989-25.7% | $12,068-44.7% | $7,344-9.1% |