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 | $292,467 | $172,111+69.9% | $150,298+94.6% | $137,256+113.1% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 18.88% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $6,184 | $4,636+33.4% | $4,154+48.9% | $4,156+48.8% |
| Participant deferral / active EE | $7,333 | $6,166+18.9% | $5,453+34.5% | $6,407+14.5% |
| Admin fee / account holder | $12,368 | $16,471-24.9% | $14,116-12.4% | $12,270+0.8% |