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 | $268,106 | $201,272+33.2% | $184,203+45.5% | $145,922+83.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.37% | 29.00%-15.6pp | 28.81%-15.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $15,155 | $7,022+115.8% | $6,427+135.8% | $4,660+225.2% |
| Participant deferral / active EE | $15,348 | $9,806+56.5% | $9,131+68.1% | $6,688+129.5% |
| Admin fee / account holder | $14,272 | $16,364-12.8% | $13,901+2.7% | $13,397+6.5% |