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 | $290,024 | $183,519+58.0% | $155,509+86.5% | $145,922+98.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 17.82% | 61.17%-43.3pp | 64.67%-46.8pp | 561.29%-543.5pp |
| Employer contribution / active EE | $4,124 | $5,313-22.4% | $4,672-11.7% | $4,660-11.5% |
| Participant deferral / active EE | $7,255 | $6,462+12.3% | $5,626+28.9% | $6,688+8.5% |
| Admin fee / account holder | $1,251 | $19,313-93.5% | $15,912-92.1% | $13,397-90.7% |