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 | $512,104 | $159,602+220.9% | $150,045+241.3% | $142,382+259.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 12.44% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $5,848 | $4,961+17.9% | $4,693+24.6% | $4,299+36.0% |
| Participant deferral / active EE | $16,800 | $8,310+102.2% | $7,997+110.1% | $6,507+158.2% |
| Admin fee / account holder | $12,925 | $14,846-12.9% | $13,435-3.8% | $12,624+2.4% |