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 | $306,280 | $165,335+85.2% | $149,696+104.6% | $158,922+92.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 45.76% | 348.15%-302.4pp | 276.60%-230.8pp | 302.83%-257.1pp |
| Employer contribution / active EE | $3,360 | $5,103-34.1% | $4,644-27.6% | $4,761-29.4% |
| Participant deferral / active EE | $5,434 | $7,181-24.3% | $6,842-20.6% | $5,982-9.2% |
| Admin fee / account holder | $4,395 | $10,807-59.3% | $9,309-52.8% | $11,246-60.9% |