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 | $271,476 | $121,625+123.2% | $104,607+159.5% | $158,922+70.8% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 15.20% | 465.26%-450.1pp | 340.46%-325.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,312 | $3,163-58.5% | $2,681-51.0% | $4,761-72.4% |
| Participant deferral / active EE | $2,614 | $4,177-37.4% | $3,740-30.1% | $5,982-56.3% |
| Admin fee / account holder | $14,825 | $7,787+90.4% | $6,473+129.0% | $11,246+31.8% |