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 | $328,597 | $178,174+84.4% | $156,181+110.4% | $137,256+139.4% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 14.78% | 84.19%-69.4pp | 64.87%-50.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $7,441 | $4,972+49.7% | $4,294+73.3% | $4,156+79.0% |
| Participant deferral / active EE | $13,504 | $6,888+96.1% | $6,132+120.2% | $6,407+110.8% |
| Admin fee / account holder | $1,494 | $17,404-91.4% | $14,586-89.8% | $12,270-87.8% |