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 | $409,077 | $101,618+302.6% | $93,063+339.6% | $137,256+198.0% |
| Participation rate | 70.0% | 74.9%-4.9pp | 72.1%-2.1pp | 80.0%-10.0pp |
| Annual return | 14.58% | 223.95%-209.4pp | 34.15%-19.6pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,751 | $2,707+1.6% | $2,476+11.1% | $4,156-33.8% |
| Participant deferral / active EE | $9,020 | $4,279+110.8% | $3,958+127.9% | $6,407+40.8% |
| Admin fee / account holder | $2,914 | $6,198-53.0% | $6,033-51.7% | $12,270-76.3% |