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 | $261,572 | $201,272+30.0% | $184,203+42.0% | $145,922+79.3% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 16.06% | 29.00%-12.9pp | 28.81%-12.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,726 | $7,022-75.4% | $6,427-73.1% | $4,660-63.0% |
| Participant deferral / active EE | $6,345 | $9,806-35.3% | $9,131-30.5% | $6,688-5.1% |
| Admin fee / account holder | $6,549 | $16,364-60.0% | $13,901-52.9% | $13,397-51.1% |