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 | $271,499 | $85,202+218.7% | $172,739+57.2% | $72,985+272.0% |
| Participation rate | 88.5% | 70.1%+18.4pp | 82.6%+5.8pp | 69.5%+19.0pp |
| Annual return | 19.17% | 27.32%-8.2pp | 802.84%-783.7pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,813 | $3,324-45.5% | $5,143-64.7% | $2,440-25.7% |
| Participant deferral / active EE | $5,242 | $3,260+60.8% | $5,198+0.8% | $3,607+45.3% |
| Admin fee / account holder | $6,729 | $5,884+14.4% | $13,954-51.8% | $5,124+31.3% |