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 | $260,494 | $159,602+63.2% | $150,045+73.6% | $142,382+83.0% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.3%-3.4pp | 80.1%-1.2pp |
| Annual return | 14.57% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,002 | $4,961-39.5% | $4,693-36.0% | $4,299-30.2% |
| Participant deferral / active EE | $10,350 | $8,310+24.5% | $7,997+29.4% | $6,507+59.1% |
| Admin fee / account holder | $1,850 | $14,846-87.5% | $13,435-86.2% | $12,624-85.3% |