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 | $442,166 | $159,602+177.0% | $150,045+194.7% | $142,382+210.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 13.49% | 70.24%-56.7pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,941 | $4,961-0.4% | $4,693+5.3% | $4,299+14.9% |
| Participant deferral / active EE | $9,347 | $8,310+12.5% | $7,997+16.9% | $6,507+43.6% |
| Admin fee / account holder | $21,514 | $14,846+44.9% | $13,435+60.1% | $12,624+70.4% |