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 | $271,907 | $181,894+49.5% | $156,549+73.7% | $273,961-0.7% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 8.20% | 30.74%-22.5pp | 32.23%-24.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $7,358 | $6,248+17.8% | $5,501+33.8% | $4,869+51.1% |
| Participant deferral / active EE | $3,270 | $5,550-41.1% | $4,871-32.9% | $5,287-38.2% |
| Admin fee / account holder | $12,918 | $15,559-17.0% | $13,027-0.8% | $10,132+27.5% |