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 | $420,378 | $181,894+131.1% | $156,549+168.5% | $273,961+53.4% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 8.88% | 30.74%-21.9pp | 32.23%-23.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $14,257 | $6,248+128.2% | $5,501+159.2% | $4,869+192.8% |
| Participant deferral / active EE | $8,728 | $5,550+57.3% | $4,871+79.2% | $5,287+65.1% |
| Admin fee / account holder | $5,182 | $15,559-66.7% | $13,027-60.2% | $10,132-48.9% |