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 | $295,021 | $177,572+66.1% | $154,803+90.6% | $142,382+107.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.25% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,994 | $4,810-37.8% | $4,305-30.5% | $4,299-30.4% |
| Participant deferral / active EE | $7,763 | $6,272+23.8% | $5,540+40.1% | $6,507+19.3% |
| Admin fee / account holder | $2,785 | $16,786-83.4% | $14,329-80.6% | $12,624-77.9% |