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 | $255,965 | $163,101+56.9% | $136,749+87.2% | $142,382+79.8% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 15.11% | 27.54%-12.4pp | 24.33%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,401 | $4,117+6.9% | $3,400+29.5% | $4,299+2.4% |
| Participant deferral / active EE | $7,238 | $5,585+29.6% | $4,692+54.3% | $6,507+11.2% |
| Admin fee / account holder | $1,784 | $14,318-87.5% | $11,386-84.3% | $12,624-85.9% |