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 9-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 | $257,822 | $176,812+45.8% | $146,665+75.8% | $167,490+53.9% |
| Participation rate | 81.8% | 83.6%-1.8pp | 80.1%+1.7pp | 82.1%-0.3pp |
| Annual return | 11.56% | 24.03%-12.5pp | 22.74%-11.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $3,746 | $5,160-27.4% | $4,136-9.4% | $4,837-22.6% |
| Participant deferral / active EE | $6,659 | $6,440+3.4% | $5,506+20.9% | $6,341+5.0% |
| Admin fee / account holder | $8,662 | $13,259-34.7% | $10,280-15.7% | $12,309-29.6% |