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 | $325,365 | $172,111+89.0% | $150,298+116.5% | $137,256+137.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 14.10% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $5,143 | $4,636+10.9% | $4,154+23.8% | $4,156+23.7% |
| Participant deferral / active EE | $5,250 | $6,166-14.9% | $5,453-3.7% | $6,407-18.1% |
| Admin fee / account holder | $3,542 | $16,471-78.5% | $14,116-74.9% | $12,270-71.1% |