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 6-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 | $257,844 | $172,111+49.8% | $150,298+71.6% | $137,256+87.9% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 20.75% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $56,417 | $4,636+1116.9% | $4,154+1258.1% | $4,156+1257.5% |
| Participant deferral / active EE | $16,589 | $6,166+169.1% | $5,453+204.2% | $6,407+158.9% |
| Admin fee / account holder | $2,107 | $16,471-87.2% | $14,116-85.1% | $12,270-82.8% |