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 | $262,343 | $214,378+22.4% | $200,582+30.8% | $142,382+84.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.76% | 46.41%-22.6pp | 42.33%-18.6pp | 217.08%-193.3pp |
| Employer contribution / active EE | $21,585 | $6,841+215.5% | $6,419+236.3% | $4,299+402.1% |
| Participant deferral / active EE | $15,810 | $9,865+60.3% | $9,331+69.4% | $6,507+143.0% |
| Admin fee / account holder | $3,874 | $17,692-78.1% | $16,305-76.2% | $12,624-69.3% |