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 5-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 | $255,617 | $201,272+27.0% | $184,203+38.8% | $145,922+75.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 16.74% | 29.00%-12.3pp | 28.81%-12.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,655 | $7,022-62.2% | $6,427-58.7% | $4,660-43.0% |
| Participant deferral / active EE | $11,018 | $9,806+12.4% | $9,131+20.7% | $6,688+64.8% |
| Admin fee / account holder | $1,299 | $16,364-92.1% | $13,901-90.7% | $13,397-90.3% |