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 | $302,559 | $176,812+71.1% | $146,665+106.3% | $167,490+80.6% |
| Participation rate | 94.1% | 83.6%+10.5pp | 80.1%+14.0pp | 82.1%+12.0pp |
| Annual return | 21.25% | 24.03%-2.8pp | 22.74%-1.5pp | 478.56%-457.3pp |
| Employer contribution / active EE | $6,008 | $5,160+16.4% | $4,136+45.3% | $4,837+24.2% |
| Participant deferral / active EE | $10,016 | $6,440+55.5% | $5,506+81.9% | $6,341+58.0% |
| Admin fee / account holder | $890 | $13,259-93.3% | $10,280-91.3% | $12,309-92.8% |