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 | $318,038 | $105,126+202.5% | $94,646+236.0% | $139,434+128.1% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 32.34% | 38.03%-5.7pp | 156.71%-124.4pp | 372.94%-340.6pp |
| Employer contribution / active EE | $1,897 | $4,106-53.8% | $3,672-48.4% | $4,751-60.1% |
| Participant deferral / active EE | $5,480 | $7,599-27.9% | $7,418-26.1% | $6,710-18.3% |
| Admin fee / account holder | $524 | $8,984-94.2% | $7,231-92.8% | $11,403-95.4% |