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 | $260,751 | $94,338+176.4% | $100,534+159.4% | $142,382+83.1% |
| Participation rate | 78.6% | 81.7%-3.2pp | 80.6%-2.0pp | 80.1%-1.5pp |
| Annual return | 21.08% | 29.20%-8.1pp | 32.66%-11.6pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,837 | $4,237-9.4% | $4,346-11.7% | $4,299-10.7% |
| Participant deferral / active EE | $5,569 | $5,934-6.1% | $6,144-9.4% | $6,507-14.4% |
| Admin fee / account holder | $3,792 | $8,421-55.0% | $7,654-50.5% | $12,624-70.0% |