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 | $269,586 | $176,812+52.5% | $146,665+83.8% | $167,490+61.0% |
| Participation rate | 94.7% | 83.6%+11.1pp | 80.1%+14.7pp | 82.1%+12.6pp |
| Annual return | 18.21% | 24.03%-5.8pp | 22.74%-4.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $3,664 | $5,160-29.0% | $4,136-11.4% | $4,837-24.2% |
| Participant deferral / active EE | $4,901 | $6,440-23.9% | $5,506-11.0% | $6,341-22.7% |
| Admin fee / account holder | $3,942 | $13,259-70.3% | $10,280-61.7% | $12,309-68.0% |