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 7-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 | $257,780 | $124,425+107.2% | $112,040+130.1% | $137,256+87.8% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 13.19% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,768 | $3,411+10.4% | $2,954+27.5% | $4,156-9.3% |
| Participant deferral / active EE | $7,674 | $5,718+34.2% | $5,098+50.5% | $6,407+19.8% |
| Admin fee / account holder | $4,442 | $15,207-70.8% | $12,098-63.3% | $12,270-63.8% |