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 8-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 | $279,859 | $140,940+98.6% | $112,229+149.4% | $139,434+100.7% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 20.39% | 32.71%-12.3pp | 30.20%-9.8pp | 372.94%-352.6pp |
| Employer contribution / active EE | $4,955 | $4,283+15.7% | $3,430+44.4% | $4,751+4.3% |
| Participant deferral / active EE | $10,249 | $5,874+74.5% | $4,798+113.6% | $6,710+52.7% |
| Admin fee / account holder | $801 | $9,954-92.0% | $7,748-89.7% | $11,403-93.0% |