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 | $448,477 | $148,534+201.9% | $135,903+230.0% | $139,434+221.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 15.21% | 79.19%-64.0pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $4,906 | $5,243-6.4% | $4,856+1.0% | $4,751+3.3% |
| Participant deferral / active EE | $13,574 | $8,100+67.6% | $7,758+75.0% | $6,710+102.3% |
| Admin fee / account holder | $1,908 | $12,400-84.6% | $10,762-82.3% | $11,403-83.3% |