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 | $261,964 | $157,256+66.6% | $141,162+85.6% | $152,861+71.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 20.94% | 64.32%-43.4pp | 71.39%-50.4pp | 345.32%-324.4pp |
| Employer contribution / active EE | $8,214 | $5,261+56.1% | $4,735+73.5% | $4,762+72.5% |
| Participant deferral / active EE | $5,291 | $7,109-25.6% | $6,709-21.1% | $5,850-9.6% |
| Admin fee / account holder | $13,693 | $12,120+13.0% | $10,261+33.4% | $11,596+18.1% |