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 | $292,990 | $214,378+36.7% | $200,582+46.1% | $142,382+105.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 14.97% | 46.41%-31.4pp | 42.33%-27.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $6,809 | $6,841-0.5% | $6,419+6.1% | $4,299+58.4% |
| Participant deferral / active EE | $16,446 | $9,865+66.7% | $9,331+76.2% | $6,507+152.7% |
| Admin fee / account holder | $59,335 | $17,692+235.4% | $16,305+263.9% | $12,624+370.0% |