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 | $255,894 | $159,602+60.3% | $150,045+70.5% | $142,382+79.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 20.31% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,694 | $4,961-25.5% | $4,693-21.3% | $4,299-14.1% |
| Participant deferral / active EE | $8,991 | $8,310+8.2% | $7,997+12.4% | $6,507+38.2% |
| Admin fee / account holder | $5,114 | $14,846-65.6% | $13,435-61.9% | $12,624-59.5% |