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 3-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 | $307,142 | $175,202+75.3% | $149,673+105.2% | $139,434+120.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.83% | 166.71%-155.9pp | 134.42%-123.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $6,254 | $5,474+14.2% | $4,818+29.8% | $4,751+31.6% |
| Participant deferral / active EE | $6,457 | $6,519-1.0% | $5,680+13.7% | $6,710-3.8% |
| Admin fee / account holder | $2,263 | $16,150-86.0% | $13,210-82.9% | $11,403-80.2% |