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 | $391,999 | $201,272+94.8% | $184,203+112.8% | $145,922+168.6% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 28.61% | 29.00%-0.4pp | 28.81%-0.2pp | 561.29%-532.7pp |
| Employer contribution / active EE | $5,692 | $7,022-18.9% | $6,427-11.4% | $4,660+22.2% |
| Participant deferral / active EE | $5,455 | $9,806-44.4% | $9,131-40.3% | $6,688-18.4% |
| Admin fee / account holder | $413 | $16,364-97.5% | $13,901-97.0% | $13,397-96.9% |