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 6-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 | $410,586 | $201,272+104.0% | $184,203+122.9% | $145,922+181.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.72% | 29.00%-13.3pp | 28.81%-13.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,396 | $7,022-65.9% | $6,427-62.7% | $4,660-48.6% |
| Participant deferral / active EE | $21,053 | $9,806+114.7% | $9,131+130.6% | $6,688+214.8% |
| Admin fee / account holder | $2,438 | $16,364-85.1% | $13,901-82.5% | $13,397-81.8% |