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 | $342,141 | $115,882+195.2% | $100,516+240.4% | $158,922+115.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 8.91% | 34.79%-25.9pp | 30.89%-22.0pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,482 | $4,103-63.9% | $3,418-56.6% | $4,761-68.9% |
| Participant deferral / active EE | $5,580 | $6,674-16.4% | $6,270-11.0% | $5,982-6.7% |
| Admin fee / account holder | $2,709 | $10,995-75.4% | $8,081-66.5% | $11,246-75.9% |