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 8-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 | $361,467 | $179,726+101.1% | $156,263+131.3% | $142,382+153.9% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.9%+2.3pp | 80.1%+1.1pp |
| Annual return | 14.62% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $20,559 | $5,069+305.6% | $4,333+374.5% | $4,299+378.2% |
| Participant deferral / active EE | $11,103 | $6,956+59.6% | $6,158+80.3% | $6,507+70.6% |
| Admin fee / account holder | $5,441 | $17,272-68.5% | $14,255-61.8% | $12,624-56.9% |