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 3-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 | $371,896 | $154,228+141.1% | $145,433+155.7% | $137,256+171.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.15% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $5,196 | $4,804+8.2% | $4,554+14.1% | $4,156+25.0% |
| Participant deferral / active EE | $12,591 | $8,216+53.2% | $7,897+59.4% | $6,407+96.5% |
| Admin fee / account holder | $3,327 | $14,344-76.8% | $13,129-74.7% | $12,270-72.9% |