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 | $319,511 | $238,490+34.0% | $180,183+77.3% | $142,382+124.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 10.91% | 33.56%-22.7pp | 27.86%-17.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $3,098 | $6,143-49.6% | $5,039-38.5% | $4,299-27.9% |
| Participant deferral / active EE | $7,133 | $7,996-10.8% | $6,822+4.6% | $6,507+9.6% |
| Admin fee / account holder | $93,130 | $28,866+222.6% | $19,975+366.2% | $12,624+637.7% |