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 | $362,053 | $181,894+99.0% | $156,549+131.3% | $273,961+32.2% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 12.11% | 30.74%-18.6pp | 32.23%-20.1pp | 41.45%-29.3pp |
| Employer contribution / active EE | $8,071 | $6,248+29.2% | $5,501+46.7% | $4,869+65.8% |
| Participant deferral / active EE | $6,542 | $5,550+17.9% | $4,871+34.3% | $5,287+23.7% |
| Admin fee / account holder | $34,087 | $15,559+119.1% | $13,027+161.7% | $10,132+236.4% |