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 | $251,507 | $178,174+41.2% | $156,181+61.0% | $137,256+83.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 16.58% | 84.19%-67.6pp | 64.87%-48.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,039 | $4,972-59.0% | $4,294-52.5% | $4,156-50.9% |
| Participant deferral / active EE | $4,142 | $6,888-39.9% | $6,132-32.5% | $6,407-35.3% |
| Admin fee / account holder | $1,381 | $17,404-92.1% | $14,586-90.5% | $12,270-88.7% |