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 | $262,481 | $114,381+129.5% | $107,525+144.1% | $142,382+84.3% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 16.14% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,977 | $4,015-50.7% | $3,754-47.3% | $4,299-54.0% |
| Participant deferral / active EE | $7,781 | $5,564+39.8% | $5,116+52.1% | $6,507+19.6% |
| Admin fee / account holder | $572 | $9,860-94.2% | $8,919-93.6% | $12,624-95.5% |