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 4-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 | $262,785 | $175,202+50.0% | $149,673+75.6% | $139,434+88.5% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 16.38% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $5,500 | $5,474+0.5% | $4,818+14.2% | $4,751+15.8% |
| Participant deferral / active EE | $6,621 | $6,519+1.6% | $5,680+16.6% | $6,710-1.3% |
| Admin fee / account holder | $1,349 | $16,150-91.6% | $13,210-89.8% | $11,403-88.2% |