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 | $289,335 | $197,591+46.4% | $177,821+62.7% | $158,922+82.1% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.7%+7.5pp | 82.0%+13.3pp |
| Annual return | 16.98% | 58.76%-41.8pp | 48.32%-31.3pp | 302.83%-285.9pp |
| Employer contribution / active EE | $35,089 | $6,697+423.9% | $5,918+492.9% | $4,761+637.0% |
| Participant deferral / active EE | $18,170 | $8,405+116.2% | $7,714+135.6% | $5,982+203.7% |
| Admin fee / account holder | $13,098 | $15,399-14.9% | $12,427+5.4% | $11,246+16.5% |