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 | $392,090 | $91,190+330.0% | $178,490+119.7% | $79,858+391.0% |
| Participation rate | 72.0% | 69.2%+2.8pp | 81.9%-9.9pp | 69.6%+2.4pp |
| Annual return | 21.15% | 24.19%-3.0pp | 151.07%-129.9pp | 31.71%-10.6pp |
| Employer contribution / active EE | $3,929 | $3,256+20.7% | $5,011-21.6% | $2,471+59.0% |
| Participant deferral / active EE | $3,798 | $3,236+17.4% | $5,202-27.0% | $3,740+1.6% |
| Admin fee / account holder | $3,949 | $6,751-41.5% | $13,984-71.8% | $5,306-25.6% |