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 | $1,138,975 | $106,515+969.3% | $96,683+1078.1% | $139,434+716.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 15.58% | 38.43%-22.8pp | 35.69%-20.1pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,609 | $4,103-36.4% | $3,737-30.2% | $4,751-45.1% |
| Participant deferral / active EE | $5,880 | $5,454+7.8% | $4,878+20.5% | $6,710-12.4% |
| Admin fee / account holder | $11,280 | $7,877+43.2% | $6,730+67.6% | $11,403-1.1% |