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 | $273,044 | $176,812+54.4% | $146,665+86.2% | $167,490+63.0% |
| Participation rate | 93.3% | 83.6%+9.7pp | 80.1%+13.3pp | 82.1%+11.2pp |
| Annual return | 15.19% | 24.03%-8.8pp | 22.74%-7.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $3,058 | $5,160-40.7% | $4,136-26.1% | $4,837-36.8% |
| Participant deferral / active EE | $10,145 | $6,440+57.5% | $5,506+84.3% | $6,341+60.0% |
| Admin fee / account holder | $13,384 | $13,259+0.9% | $10,280+30.2% | $12,309+8.7% |