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 | $638,912 | $159,602+300.3% | $150,045+325.8% | $142,382+348.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 16.89% | 70.24%-53.3pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $19,329 | $4,961+289.7% | $4,693+311.9% | $4,299+349.6% |
| Participant deferral / active EE | $16,614 | $8,310+99.9% | $7,997+107.8% | $6,507+155.3% |
| Admin fee / account holder | $10,719 | $14,846-27.8% | $13,435-20.2% | $12,624-15.1% |