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 | $335,357 | $148,534+125.8% | $135,903+146.8% | $139,434+140.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 28.92% | 79.19%-50.3pp | 68.23%-39.3pp | 372.94%-344.0pp |
| Employer contribution / active EE | $3,228 | $5,243-38.4% | $4,856-33.5% | $4,751-32.1% |
| Participant deferral / active EE | $13,246 | $8,100+63.5% | $7,758+70.7% | $6,710+97.4% |
| Admin fee / account holder | $2,628 | $12,400-78.8% | $10,762-75.6% | $11,403-76.9% |