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 | $396,832 | $181,894+118.2% | $156,549+153.5% | $273,961+44.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.63% | 30.74%-21.1pp | 32.23%-22.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $2,073 | $6,248-66.8% | $5,501-62.3% | $4,869-57.4% |
| Participant deferral / active EE | $9,300 | $5,550+67.6% | $4,871+90.9% | $5,287+75.9% |
| Admin fee / account holder | $3,203 | $15,559-79.4% | $13,027-75.4% | $10,132-68.4% |