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 | $303,501 | $176,812+71.7% | $146,665+106.9% | $167,490+81.2% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 16.33% | 24.03%-7.7pp | 22.74%-6.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,254 | $5,160-56.3% | $4,136-45.5% | $4,837-53.4% |
| Participant deferral / active EE | $8,175 | $6,440+26.9% | $5,506+48.5% | $6,341+28.9% |
| Admin fee / account holder | $4,549 | $13,259-65.7% | $10,280-55.7% | $12,309-63.0% |