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 | $303,268 | $214,378+41.5% | $200,582+51.2% | $142,382+113.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 14.33% | 46.41%-32.1pp | 42.33%-28.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $13,051 | $6,841+90.8% | $6,419+103.3% | $4,299+203.6% |
| Participant deferral / active EE | $17,671 | $9,865+79.1% | $9,331+89.4% | $6,507+171.6% |
| Admin fee / account holder | $3,839 | $17,692-78.3% | $16,305-76.5% | $12,624-69.6% |