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 | $178,174+48.1% | $156,181+69.0% | $137,256+92.3% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.8%+14.0pp | 80.0%+12.9pp |
| Annual return | 11.71% | 84.19%-72.5pp | 64.87%-53.2pp | 220.34%-208.6pp |
| Employer contribution / active EE | $4,463 | $4,972-10.2% | $4,294+3.9% | $4,156+7.4% |
| Participant deferral / active EE | $9,179 | $6,888+33.3% | $6,132+49.7% | $6,407+43.3% |
| Admin fee / account holder | $8,306 | $17,404-52.3% | $14,586-43.1% | $12,270-32.3% |