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 8-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 | $321,462 | $89,753+258.2% | $107,525+199.0% | $84,808+279.0% |
| Participation rate | 70.7% | 68.1%+2.6pp | 75.1%-4.4pp | 68.3%+2.4pp |
| Annual return | 13.22% | 29.48%-16.3pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,262 | $3,113-27.4% | $3,754-39.7% | $2,631-14.0% |
| Participant deferral / active EE | $3,670 | $4,056-9.5% | $5,116-28.3% | $4,212-12.9% |
| Admin fee / account holder | $3,504 | $7,222-51.5% | $8,919-60.7% | $7,344-52.3% |