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 | $588,646 | $177,572+231.5% | $154,803+280.3% | $142,382+313.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 16.45% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $5,024 | $4,810+4.4% | $4,305+16.7% | $4,299+16.9% |
| Participant deferral / active EE | $6,535 | $6,272+4.2% | $5,540+18.0% | $6,507+0.4% |
| Admin fee / account holder | $5,921 | $16,786-64.7% | $14,329-58.7% | $12,624-53.1% |