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 9-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 | $394,953 | $90,397+336.9% | $76,002+419.7% | $145,959+170.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 14.07% | 621.97%-607.9pp | 360.07%-346.0pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,850 | $3,317-44.2% | $2,688-31.2% | $4,661-60.3% |
| Participant deferral / active EE | $5,605 | $5,163+8.5% | $4,257+31.7% | $6,689-16.2% |
| Admin fee / account holder | $2,383 | $8,369-71.5% | $6,414-62.8% | $13,398-82.2% |