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 | $333,821 | $149,734+122.9% | $118,925+180.7% | $158,922+110.1% |
| Participation rate | 77.8% | 82.1%-4.3pp | 75.4%+2.4pp | 82.0%-4.2pp |
| Annual return | 11.05% | 19.95%-8.9pp | 35.88%-24.8pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,911 | $4,115-53.6% | $3,263-41.4% | $4,761-59.9% |
| Participant deferral / active EE | $8,770 | $5,223+67.9% | $4,265+105.6% | $5,982+46.6% |
| Admin fee / account holder | $2,273 | $8,603-73.6% | $6,581-65.5% | $11,246-79.8% |