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 | $254,614 | $115,882+119.7% | $100,516+153.3% | $158,922+60.2% |
| Participation rate | 78.6% | 81.6%-3.0pp | 79.4%-0.8pp | 82.0%-3.4pp |
| Annual return | 41.24% | 34.79%+6.5pp | 30.89%+10.4pp | 302.83%-261.6pp |
| Employer contribution / active EE | $6,223 | $4,103+51.7% | $3,418+82.1% | $4,761+30.7% |
| Participant deferral / active EE | $5,578 | $6,674-16.4% | $6,270-11.0% | $5,982-6.8% |
| Admin fee / account holder | $25,342 | $10,995+130.5% | $8,081+213.6% | $11,246+125.4% |