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 | $441,946 | $124,281+255.6% | $109,143+304.9% | $167,490+163.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 40.78% | 26.04%+14.7pp | 25.75%+15.0pp | 478.56%-437.8pp |
| Employer contribution / active EE | $2,262 | $4,207-46.2% | $3,722-39.2% | $4,837-53.2% |
| Participant deferral / active EE | $4,425 | $5,255-15.8% | $4,653-4.9% | $6,341-30.2% |
| Admin fee / account holder | $2,082 | $7,970-73.9% | $6,752-69.2% | $12,309-83.1% |