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 | $331,454 | $148,534+123.1% | $135,903+143.9% | $139,434+137.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 26.33% | 79.19%-52.9pp | 68.23%-41.9pp | 372.94%-346.6pp |
| Employer contribution / active EE | $6,235 | $5,243+18.9% | $4,856+28.4% | $4,751+31.2% |
| Participant deferral / active EE | $23,849 | $8,100+194.4% | $7,758+207.4% | $6,710+255.4% |
| Admin fee / account holder | $4,535 | $12,400-63.4% | $10,762-57.9% | $11,403-60.2% |