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 | $258,411 | $127,777+102.2% | $106,548+142.5% | $167,490+54.3% |
| Participation rate | 73.9% | 78.3%-4.4pp | 76.1%-2.2pp | 82.1%-8.2pp |
| Annual return | 8.57% | 33.87%-25.3pp | 26.80%-18.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $1,737 | $3,427-49.3% | $2,819-38.4% | $4,837-64.1% |
| Participant deferral / active EE | $7,271 | $5,087+42.9% | $4,398+65.3% | $6,341+14.7% |
| Admin fee / account holder | $5,269 | $11,228-53.1% | $7,407-28.9% | $12,309-57.2% |