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 | $297,922 | $114,381+160.5% | $107,525+177.1% | $142,382+109.2% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 18.92% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,514 | $4,015-12.5% | $3,754-6.4% | $4,299-18.3% |
| Participant deferral / active EE | $7,343 | $5,564+32.0% | $5,116+43.5% | $6,507+12.8% |
| Admin fee / account holder | $3,660 | $9,860-62.9% | $8,919-59.0% | $12,624-71.0% |