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 | $264,771 | $175,202+51.1% | $149,673+76.9% | $139,434+89.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 15.06% | 166.71%-151.6pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,696 | $5,474-50.8% | $4,818-44.0% | $4,751-43.3% |
| Participant deferral / active EE | $13,620 | $6,519+108.9% | $5,680+139.8% | $6,710+103.0% |
| Admin fee / account holder | $5,620 | $16,150-65.2% | $13,210-57.5% | $11,403-50.7% |