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 | $263,934 | $179,726+46.9% | $156,263+68.9% | $142,382+85.4% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.9%+13.9pp | 80.1%+12.7pp |
| Annual return | 11.71% | 77.86%-66.1pp | 59.47%-47.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,463 | $5,069-11.9% | $4,333+3.0% | $4,299+3.8% |
| Participant deferral / active EE | $9,179 | $6,956+32.0% | $6,158+49.0% | $6,507+41.1% |
| Admin fee / account holder | $8,306 | $17,272-51.9% | $14,255-41.7% | $12,624-34.2% |