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 | $288,849 | $49,227+486.8% | $70,449+310.0% | $79,858+261.7% |
| Participation rate | 73.7% | 69.2%+4.5pp | 75.1%-1.4pp | 69.6%+4.1pp |
| Annual return | 12.23% | 30.06%-17.8pp | 109.03%-96.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $9,164 | $2,099+336.6% | $2,737+234.9% | $2,471+270.9% |
| Participant deferral / active EE | $3,818 | $2,768+38.0% | $3,709+3.0% | $3,740+2.1% |
| Admin fee / account holder | $2,753 | $2,878-4.4% | $3,845-28.4% | $5,306-48.1% |