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 | $526,484 | $148,534+254.5% | $135,903+287.4% | $139,434+277.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 14.96% | 79.19%-64.2pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $4,441 | $5,243-15.3% | $4,856-8.6% | $4,751-6.5% |
| Participant deferral / active EE | $12,706 | $8,100+56.9% | $7,758+63.8% | $6,710+89.4% |
| Admin fee / account holder | $16,799 | $12,400+35.5% | $10,762+56.1% | $11,403+47.3% |