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 | $269,200 | $185,822+44.9% | $169,993+58.4% | $139,434+93.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.89% | 60.50%-27.6pp | 53.37%-20.5pp | 372.94%-340.1pp |
| Employer contribution / active EE | $1,531 | $7,590-79.8% | $6,785-77.4% | $4,751-67.8% |
| Participant deferral / active EE | $3,531 | $11,622-69.6% | $10,408-66.1% | $6,710-47.4% |
| Admin fee / account holder | $7,182 | $15,381-53.3% | $12,815-44.0% | $11,403-37.0% |