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 | $104,974+289.7% | $95,585+328.0% | $142,382+187.3% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.1%-2.1pp | 80.1%-10.1pp |
| Annual return | 14.58% | 210.33%-195.8pp | 38.56%-24.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,751 | $2,779-1.0% | $2,527+8.9% | $4,299-36.0% |
| Participant deferral / active EE | $9,020 | $4,352+107.3% | $4,023+124.2% | $6,507+38.6% |
| Admin fee / account holder | $2,914 | $6,386-54.4% | $6,127-52.4% | $12,624-76.9% |