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 | $443,338 | $181,894+143.7% | $156,549+183.2% | $273,961+61.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 7.22% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $7,418 | $6,248+18.7% | $5,501+34.8% | $4,869+52.4% |
| Participant deferral / active EE | $10,929 | $5,550+96.9% | $4,871+124.4% | $5,287+106.7% |
| Admin fee / account holder | $6,400 | $15,559-58.9% | $13,027-50.9% | $10,132-36.8% |