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 | $286,116 | $177,572+61.1% | $154,803+84.8% | $142,382+100.9% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 18.93% | 65.07%-46.1pp | 58.88%-40.0pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,797 | $4,810-62.6% | $4,305-58.3% | $4,299-58.2% |
| Participant deferral / active EE | $6,922 | $6,272+10.4% | $5,540+24.9% | $6,507+6.4% |
| Admin fee / account holder | $884 | $16,786-94.7% | $14,329-93.8% | $12,624-93.0% |