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 | $289,673 | $115,882+150.0% | $100,516+188.2% | $158,922+82.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.49% | 34.79%-16.3pp | 30.89%-12.4pp | 302.83%-284.3pp |
| Employer contribution / active EE | $4,671 | $4,103+13.8% | $3,418+36.7% | $4,761-1.9% |
| Participant deferral / active EE | $5,932 | $6,674-11.1% | $6,270-5.4% | $5,982-0.8% |
| Admin fee / account holder | $9,196 | $10,995-16.4% | $8,081+13.8% | $11,246-18.2% |