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 | $263,309 | $165,335+59.3% | $149,696+75.9% | $158,922+65.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.66% | 348.15%-330.5pp | 276.60%-258.9pp | 302.83%-285.2pp |
| Employer contribution / active EE | $4,652 | $5,103-8.8% | $4,644+0.2% | $4,761-2.3% |
| Participant deferral / active EE | $9,338 | $7,181+30.0% | $6,842+36.5% | $5,982+56.1% |
| Admin fee / account holder | $1,728 | $10,807-84.0% | $9,309-81.4% | $11,246-84.6% |