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 | $387,024 | $95,266+306.3% | $82,389+369.8% | $142,382+171.8% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 14.81% | 25.74%-10.9pp | 28.67%-13.9pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,223 | $2,991-25.7% | $2,517-11.7% | $4,299-48.3% |
| Participant deferral / active EE | $8,024 | $4,809+66.9% | $4,155+93.1% | $6,507+23.3% |
| Admin fee / account holder | $3,348 | $8,563-60.9% | $7,231-53.7% | $12,624-73.5% |