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 | $306,930 | $162,781+88.6% | $133,956+129.1% | $158,922+93.1% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 16.55% | 41.94%-25.4pp | 45.09%-28.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,227 | $4,975-35.2% | $3,919-17.7% | $4,761-32.2% |
| Participant deferral / active EE | $6,882 | $5,911+16.4% | $5,048+36.3% | $5,982+15.0% |
| Admin fee / account holder | $1,181 | $11,736-89.9% | $8,927-86.8% | $11,246-89.5% |