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 | $300,242 | $154,228+94.7% | $145,433+106.4% | $137,256+118.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 12.88% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $4,732 | $4,804-1.5% | $4,554+3.9% | $4,156+13.8% |
| Participant deferral / active EE | $8,064 | $8,216-1.9% | $7,897+2.1% | $6,407+25.9% |
| Admin fee / account holder | $14,698 | $14,344+2.5% | $13,129+11.9% | $12,270+19.8% |