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 | $250,812 | $172,111+45.7% | $150,298+66.9% | $137,256+82.7% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 22.10% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $11,443 | $4,636+146.8% | $4,154+175.5% | $4,156+175.3% |
| Participant deferral / active EE | $8,339 | $6,166+35.2% | $5,453+52.9% | $6,407+30.2% |
| Admin fee / account holder | $2,260 | $16,471-86.3% | $14,116-84.0% | $12,270-81.6% |