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 4-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 | $282,368 | $209,336+34.9% | $197,124+43.2% | $137,256+105.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 66.03% | 48.09%+17.9pp | 44.34%+21.7pp | 220.34%-154.3pp |
| Employer contribution / active EE | $22,021 | $6,591+234.1% | $6,227+253.6% | $4,156+429.9% |
| Participant deferral / active EE | $18,324 | $9,614+90.6% | $9,135+100.6% | $6,407+186.0% |
| Admin fee / account holder | $659 | $17,308-96.2% | $16,298-96.0% | $12,270-94.6% |