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 | $254,108 | $99,985+154.1% | $146,665+73.3% | $85,850+196.0% |
| Participation rate | 90.7% | 73.1%+17.6pp | 80.1%+10.6pp | 69.3%+21.4pp |
| Annual return | 27.30% | 18.93%+8.4pp | 22.74%+4.6pp | 318.53%-291.2pp |
| Employer contribution / active EE | $11,928 | $2,559+366.2% | $4,136+188.4% | $2,565+365.0% |
| Participant deferral / active EE | $2,596 | $4,006-35.2% | $5,506-52.9% | $3,952-34.3% |
| Admin fee / account holder | $45,410 | $7,702+489.6% | $10,280+341.7% | $6,260+625.4% |