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 | $353,533 | $148,534+138.0% | $135,903+160.1% | $139,434+153.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 13.42% | 79.19%-65.8pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $5,446 | $5,243+3.9% | $4,856+12.1% | $4,751+14.6% |
| Participant deferral / active EE | $18,839 | $8,100+132.6% | $7,758+142.8% | $6,710+180.7% |
| Admin fee / account holder | $42,060 | $12,400+239.2% | $10,762+290.8% | $11,403+268.9% |