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 | $296,750 | $214,378+38.4% | $200,582+47.9% | $142,382+108.4% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 14.02% | 46.41%-32.4pp | 42.33%-28.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,919 | $6,841-28.1% | $6,419-23.4% | $4,299+14.4% |
| Participant deferral / active EE | $9,089 | $9,865-7.9% | $9,331-2.6% | $6,507+39.7% |
| Admin fee / account holder | $9,504 | $17,692-46.3% | $16,305-41.7% | $12,624-24.7% |