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 | $408,504 | $108,919+275.1% | $100,391+306.9% | $145,922+179.9% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 26.82% | 57.88%-31.1pp | 49.20%-22.4pp | 561.29%-534.5pp |
| Employer contribution / active EE | $1,571 | $4,419-64.4% | $3,942-60.1% | $4,660-66.3% |
| Participant deferral / active EE | $5,152 | $8,445-39.0% | $8,082-36.3% | $6,688-23.0% |
| Admin fee / account holder | $2,935 | $9,689-69.7% | $7,899-62.8% | $13,397-78.1% |