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 | $256,367 | $154,228+66.2% | $145,433+76.3% | $137,256+86.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 16.92% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $5,184 | $4,804+7.9% | $4,554+13.8% | $4,156+24.7% |
| Participant deferral / active EE | $10,039 | $8,216+22.2% | $7,897+27.1% | $6,407+56.7% |
| Admin fee / account holder | $2,046 | $14,344-85.7% | $13,129-84.4% | $12,270-83.3% |