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 | $506,450 | $179,726+181.8% | $156,263+224.1% | $142,382+255.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 16.82% | 77.86%-61.0pp | 59.47%-42.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,310 | $5,069-54.4% | $4,333-46.7% | $4,299-46.3% |
| Participant deferral / active EE | $10,584 | $6,956+52.2% | $6,158+71.9% | $6,507+62.7% |
| Admin fee / account holder | $19,313 | $17,272+11.8% | $14,255+35.5% | $12,624+53.0% |