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 | $321,607 | $214,378+50.0% | $200,582+60.3% | $142,382+125.9% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 14.87% | 46.41%-31.5pp | 42.33%-27.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,746 | $6,841-45.2% | $6,419-41.6% | $4,299-12.9% |
| Participant deferral / active EE | $9,611 | $9,865-2.6% | $9,331+3.0% | $6,507+47.7% |
| Admin fee / account holder | $15,305 | $17,692-13.5% | $16,305-6.1% | $12,624+21.2% |