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 | $354,418 | $178,174+98.9% | $156,181+126.9% | $137,256+158.2% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 13.92% | 84.19%-70.3pp | 64.87%-51.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,991 | $4,972-39.8% | $4,294-30.4% | $4,156-28.0% |
| Participant deferral / active EE | $10,556 | $6,888+53.3% | $6,132+72.1% | $6,407+64.8% |
| Admin fee / account holder | $1,630 | $17,404-90.6% | $14,586-88.8% | $12,270-86.7% |