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 | $373,666 | $124,425+200.3% | $112,040+233.5% | $137,256+172.2% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 15.61% | 24.72%-9.1pp | 24.52%-8.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,529 | $3,411-55.2% | $2,954-48.2% | $4,156-63.2% |
| Participant deferral / active EE | $4,843 | $5,718-15.3% | $5,098-5.0% | $6,407-24.4% |
| Admin fee / account holder | $10,840 | $15,207-28.7% | $12,098-10.4% | $12,270-11.7% |