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 | $387,836 | $106,584+263.9% | $101,326+282.8% | $142,382+172.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 46.18% | 36.93%+9.3pp | 36.82%+9.4pp | 217.08%-170.9pp |
| Employer contribution / active EE | $10,682 | $3,956+170.0% | $3,665+191.4% | $4,299+148.5% |
| Participant deferral / active EE | $11,341 | $8,297+36.7% | $7,994+41.9% | $6,507+74.3% |
| Admin fee / account holder | $61,952 | $11,446+441.3% | $11,185+453.9% | $12,624+390.8% |