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 | $260,110 | $152,587+70.5% | $125,175+107.8% | $152,861+70.2% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.4%+10.4pp |
| Annual return | 21.37% | 54.84%-33.5pp | 43.79%-22.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $3,841 | $4,946-22.4% | $3,865-0.6% | $4,762-19.4% |
| Participant deferral / active EE | $9,009 | $5,868+53.5% | $4,937+82.5% | $5,850+54.0% |
| Admin fee / account holder | $5,884 | $13,434-56.2% | $9,702-39.4% | $11,596-49.3% |