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 | $287,951 | $176,812+62.9% | $146,665+96.3% | $167,490+71.9% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 13.37% | 24.03%-10.7pp | 22.74%-9.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $6,927 | $5,160+34.3% | $4,136+67.5% | $4,837+43.2% |
| Participant deferral / active EE | $10,485 | $6,440+62.8% | $5,506+90.4% | $6,341+65.3% |
| Admin fee / account holder | $3,283 | $13,259-75.2% | $10,280-68.1% | $12,309-73.3% |