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 | $301,937 | $115,882+160.6% | $100,516+200.4% | $158,922+90.0% |
| Participation rate | 81.8% | 81.6%+0.2pp | 79.4%+2.4pp | 82.0%-0.1pp |
| Annual return | 14.87% | 34.79%-19.9pp | 30.89%-16.0pp | 302.83%-288.0pp |
| Employer contribution / active EE | $5,223 | $4,103+27.3% | $3,418+52.8% | $4,761+9.7% |
| Participant deferral / active EE | $11,123 | $6,674+66.7% | $6,270+77.4% | $5,982+85.9% |
| Admin fee / account holder | $17,057 | $10,995+55.1% | $8,081+111.1% | $11,246+51.7% |