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 | $282,053 | $172,478+63.5% | $145,661+93.6% | $142,382+98.1% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.2%+11.7pp | 80.1%+8.8pp |
| Annual return | 18.35% | 151.09%-132.7pp | 101.46%-83.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,698 | $4,899-44.9% | $4,238-36.3% | $4,299-37.2% |
| Participant deferral / active EE | $11,283 | $8,348+35.2% | $7,198+56.7% | $6,507+73.4% |
| Admin fee / account holder | $1,960 | $16,864-88.4% | $12,466-84.3% | $12,624-84.5% |