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 | $378,276 | $217,402+74.0% | $185,823+103.6% | $167,490+125.8% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 11.96% | 148.36%-136.4pp | 122.05%-110.1pp | 478.56%-466.6pp |
| Employer contribution / active EE | $6,095 | $5,873+3.8% | $5,167+18.0% | $4,837+26.0% |
| Participant deferral / active EE | $6,825 | $6,356+7.4% | $5,568+22.6% | $6,341+7.6% |
| Admin fee / account holder | $6,644 | $19,811-66.5% | $16,237-59.1% | $12,309-46.0% |