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 | $358,239 | $179,726+99.3% | $156,263+129.3% | $142,382+151.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 15.52% | 77.86%-62.3pp | 59.47%-43.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,070 | $5,069-39.4% | $4,333-29.2% | $4,299-28.6% |
| Participant deferral / active EE | $13,985 | $6,956+101.0% | $6,158+127.1% | $6,507+114.9% |
| Admin fee / account holder | $2,428 | $17,272-85.9% | $14,255-83.0% | $12,624-80.8% |