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 | $299,604 | $172,111+74.1% | $150,298+99.3% | $137,256+118.3% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 16.19% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,915 | $4,636-37.1% | $4,154-29.8% | $4,156-29.9% |
| Participant deferral / active EE | $6,486 | $6,166+5.2% | $5,453+19.0% | $6,407+1.2% |
| Admin fee / account holder | $3,793 | $16,471-77.0% | $14,116-73.1% | $12,270-69.1% |