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 9-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 | $301,045 | $176,377+70.7% | $134,143+124.4% | $158,922+89.4% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 21.60% | 63.63%-42.0pp | 36.33%-14.7pp | 302.83%-281.2pp |
| Employer contribution / active EE | $2,320 | $5,040-54.0% | $3,704-37.4% | $4,761-51.3% |
| Participant deferral / active EE | $7,491 | $4,091+83.1% | $3,499+114.1% | $5,982+25.2% |
| Admin fee / account holder | $5,330 | $8,718-38.9% | $6,684-20.3% | $11,246-52.6% |