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 | $250,294 | $104,664+139.1% | $85,682+192.1% | $167,490+49.4% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.9%+5.1pp | 82.1%-7.1pp |
| Annual return | 29.26% | 21.45%+7.8pp | 21.49%+7.8pp | 478.56%-449.3pp |
| Employer contribution / active EE | $1,623 | $3,337-51.4% | $2,618-38.0% | $4,837-66.5% |
| Participant deferral / active EE | $9,272 | $4,824+92.2% | $3,923+136.4% | $6,341+46.2% |
| Admin fee / account holder | $886 | $10,032-91.2% | $6,873-87.1% | $12,309-92.8% |