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 | $319,341 | $175,202+82.3% | $149,673+113.4% | $139,434+129.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 15.77% | 166.71%-150.9pp | 134.42%-118.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,850 | $5,474-47.9% | $4,818-40.8% | $4,751-40.0% |
| Participant deferral / active EE | $11,833 | $6,519+81.5% | $5,680+108.3% | $6,710+76.3% |
| Admin fee / account holder | $5,173 | $16,150-68.0% | $13,210-60.8% | $11,403-54.6% |