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 | $291,710 | $209,411+39.3% | $178,490+63.4% | $158,922+83.6% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 10.62% | 188.75%-178.1pp | 151.07%-140.5pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,576 | $5,706-54.9% | $5,011-48.6% | $4,761-45.9% |
| Participant deferral / active EE | $5,031 | $5,954-15.5% | $5,202-3.3% | $5,982-15.9% |
| Admin fee / account holder | $4,249 | $17,074-75.1% | $13,984-69.6% | $11,246-62.2% |