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 | $356,893 | $135,952+162.5% | $123,892+188.1% | $273,961+30.3% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 7.95% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $6,300 | $5,170+21.9% | $4,617+36.5% | $4,869+29.4% |
| Participant deferral / active EE | $12,689 | $6,343+100.1% | $5,984+112.0% | $5,287+140.0% |
| Admin fee / account holder | $6,512 | $9,817-33.7% | $8,357-22.1% | $10,132-35.7% |