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 | $326,207 | $163,101+100.0% | $136,749+138.5% | $142,382+129.1% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 76.31% | 27.54%+48.8pp | 24.33%+52.0pp | 217.08%-140.8pp |
| Employer contribution / active EE | $3,411 | $4,117-17.1% | $3,400+0.3% | $4,299-20.7% |
| Participant deferral / active EE | $3,593 | $5,585-35.7% | $4,692-23.4% | $6,507-44.8% |
| Admin fee / account holder | $6,720 | $14,318-53.1% | $11,386-41.0% | $12,624-46.8% |