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 | $256,454 | $217,402+18.0% | $185,823+38.0% | $167,490+53.1% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 15.93% | 148.36%-132.4pp | 122.05%-106.1pp | 478.56%-462.6pp |
| Employer contribution / active EE | $5,186 | $5,873-11.7% | $5,167+0.4% | $4,837+7.2% |
| Participant deferral / active EE | $4,546 | $6,356-28.5% | $5,568-18.3% | $6,341-28.3% |
| Admin fee / account holder | $11,362 | $19,811-42.6% | $16,237-30.0% | $12,309-7.7% |