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 | $250,128 | $201,259+24.3% | $184,200+35.8% | $145,959+71.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.14% | 28.98%-11.8pp | 28.80%-11.7pp | 561.95%-544.8pp |
| Employer contribution / active EE | $5,608 | $7,018-20.1% | $6,424-12.7% | $4,661+20.3% |
| Participant deferral / active EE | $24,638 | $9,806+151.2% | $9,132+169.8% | $6,689+268.4% |
| Admin fee / account holder | $633 | $16,372-96.1% | $13,907-95.4% | $13,398-95.3% |