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 | $287,395 | $114,237+151.6% | $119,258+141.0% | $167,490+71.6% |
| Participation rate | 84.6% | 83.7%+0.9pp | 82.7%+1.9pp | 82.1%+2.5pp |
| Annual return | 19.31% | 29.87%-10.6pp | 30.69%-11.4pp | 478.56%-459.2pp |
| Employer contribution / active EE | $3,224 | $4,481-28.0% | $4,384-26.5% | $4,837-33.3% |
| Participant deferral / active EE | $9,579 | $6,084+57.5% | $6,111+56.8% | $6,341+51.1% |
| Admin fee / account holder | $2,066 | $8,932-76.9% | $7,226-71.4% | $12,309-83.2% |