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 | $422,451 | $209,411+101.7% | $178,490+136.7% | $158,922+165.8% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 11.68% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.1pp |
| Employer contribution / active EE | $4,996 | $5,706-12.5% | $5,011-0.3% | $4,761+4.9% |
| Participant deferral / active EE | $5,136 | $5,954-13.7% | $5,202-1.3% | $5,982-14.1% |
| Admin fee / account holder | $7,519 | $17,074-56.0% | $13,984-46.2% | $11,246-33.1% |