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 | $313,276 | $159,602+96.3% | $150,045+108.8% | $142,382+120.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 19.20% | 70.24%-51.0pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $18,889 | $4,961+280.8% | $4,693+302.5% | $4,299+339.4% |
| Participant deferral / active EE | $11,993 | $8,310+44.3% | $7,997+50.0% | $6,507+84.3% |
| Admin fee / account holder | $1,577 | $14,846-89.4% | $13,435-88.3% | $12,624-87.5% |