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 5-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 | $319,019 | $154,228+106.8% | $145,433+119.4% | $137,256+132.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.36% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $5,400 | $4,804+12.4% | $4,554+18.6% | $4,156+29.9% |
| Participant deferral / active EE | $21,600 | $8,216+162.9% | $7,897+173.5% | $6,407+237.1% |
| Admin fee / account holder | $3,224 | $14,344-77.5% | $13,129-75.4% | $12,270-73.7% |