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 | $281,561 | $135,952+107.1% | $123,892+127.3% | $273,961+2.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 10.08% | 56.63%-46.5pp | 47.52%-37.4pp | 41.45%-31.4pp |
| Employer contribution / active EE | $957 | $5,170-81.5% | $4,617-79.3% | $4,869-80.3% |
| Participant deferral / active EE | $5,471 | $6,343-13.7% | $5,984-8.6% | $5,287+3.5% |
| Admin fee / account holder | $7,800 | $9,817-20.5% | $8,357-6.7% | $10,132-23.0% |