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 | $269,301 | $152,587+76.5% | $125,175+115.1% | $152,861+76.2% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 22.89% | 54.84%-32.0pp | 43.79%-20.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,136 | $4,946-77.0% | $3,865-70.6% | $4,762-76.1% |
| Participant deferral / active EE | $5,554 | $5,868-5.4% | $4,937+12.5% | $5,850-5.1% |
| Admin fee / account holder | $1,472 | $13,434-89.0% | $9,702-84.8% | $11,596-87.3% |