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 3-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 | $283,403 | $159,602+77.6% | $150,045+88.9% | $142,382+99.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 18.22% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $11,875 | $4,961+139.4% | $4,693+153.0% | $4,299+176.2% |
| Participant deferral / active EE | $12,278 | $8,310+47.7% | $7,997+53.5% | $6,507+88.7% |
| Admin fee / account holder | $3,091 | $14,846-79.2% | $13,435-77.0% | $12,624-75.5% |