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 | $269,551 | $104,251+158.6% | $91,001+196.2% | $147,584+82.6% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 13.91% | 27.06%-13.2pp | 4.60%+9.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,868 | $3,116-40.1% | $2,456-23.9% | $4,876-61.7% |
| Participant deferral / active EE | $8,546 | $4,195+103.7% | $3,547+140.9% | $5,439+57.1% |
| Admin fee / account holder | $608 | $8,948-93.2% | $5,417-88.8% | $10,885-94.4% |