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 | $298,186 | $118,450+151.7% | $98,439+202.9% | $139,434+113.9% |
| Participation rate | 81.8% | 77.4%+4.4pp | 75.2%+6.7pp | 80.3%+1.5pp |
| Annual return | 17.40% | 18.94%-1.5pp | 21.16%-3.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,507 | $3,609-58.2% | $3,048-50.6% | $4,751-68.3% |
| Participant deferral / active EE | $6,072 | $5,392+12.6% | $4,738+28.2% | $6,710-9.5% |
| Admin fee / account holder | $2,931 | $14,026-79.1% | $8,948-67.2% | $11,403-74.3% |