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 | $259,238 | $127,065+104.0% | $113,168+129.1% | $142,382+82.1% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 13.72% | 24.03%-10.3pp | 24.27%-10.5pp | 217.08%-203.4pp |
| Employer contribution / active EE | $5,053 | $3,442+46.8% | $2,975+69.8% | $4,299+17.5% |
| Participant deferral / active EE | $2,183 | $5,716-61.8% | $5,107-57.3% | $6,507-66.5% |
| Admin fee / account holder | $1,367 | $15,736-91.3% | $12,068-88.7% | $12,624-89.2% |