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 | $253,672 | $99,341+155.4% | $84,750+199.3% | $273,961-7.4% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 9.50% | 22.93%-13.4pp | 22.78%-13.3pp | 41.45%-32.0pp |
| Employer contribution / active EE | $4,890 | $4,214+16.0% | $3,574+36.8% | $4,869+0.4% |
| Participant deferral / active EE | $12,681 | $4,269+197.0% | $3,712+241.7% | $5,287+139.8% |
| Admin fee / account holder | $2,458 | $6,644-63.0% | $5,332-53.9% | $10,132-75.7% |