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 | $360,628 | $159,602+126.0% | $150,045+140.3% | $142,382+153.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 27.33% | 70.24%-42.9pp | 62.55%-35.2pp | 217.08%-189.7pp |
| Employer contribution / active EE | $3,387 | $4,961-31.7% | $4,693-27.8% | $4,299-21.2% |
| Participant deferral / active EE | $13,234 | $8,310+59.3% | $7,997+65.5% | $6,507+103.4% |
| Admin fee / account holder | $17,348 | $14,846+16.9% | $13,435+29.1% | $12,624+37.4% |