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 | $313,894 | $162,781+92.8% | $133,956+134.3% | $158,922+97.5% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 10.32% | 41.94%-31.6pp | 45.09%-34.8pp | 302.83%-292.5pp |
| Employer contribution / active EE | $3,064 | $4,975-38.4% | $3,919-21.8% | $4,761-35.6% |
| Participant deferral / active EE | $7,711 | $5,911+30.4% | $5,048+52.8% | $5,982+28.9% |
| Admin fee / account holder | $13,932 | $11,736+18.7% | $8,927+56.1% | $11,246+23.9% |