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 | $252,873 | $227,553+11.1% | $189,557+33.4% | $167,490+51.0% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.4%+7.3pp | 82.1%+3.6pp |
| Annual return | 19.07% | 78.40%-59.3pp | 64.17%-45.1pp | 478.56%-459.5pp |
| Employer contribution / active EE | $2,881 | $5,316-45.8% | $4,412-34.7% | $4,837-40.5% |
| Participant deferral / active EE | $4,221 | $7,002-39.7% | $6,174-31.6% | $6,341-33.4% |
| Admin fee / account holder | $9,311 | $11,878-21.6% | $9,807-5.1% | $12,309-24.4% |