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 | $254,349 | $179,726+41.5% | $156,263+62.8% | $142,382+78.6% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 14.02% | 77.86%-63.8pp | 59.47%-45.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $6,066 | $5,069+19.7% | $4,333+40.0% | $4,299+41.1% |
| Participant deferral / active EE | $16,235 | $6,956+133.4% | $6,158+163.6% | $6,507+149.5% |
| Admin fee / account holder | $459 | $17,272-97.3% | $14,255-96.8% | $12,624-96.4% |