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 | $269,681 | $202,432+33.2% | $169,368+59.2% | $139,434+93.4% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 18.18% | 531.74%-513.6pp | 405.60%-387.4pp | 372.94%-354.8pp |
| Employer contribution / active EE | $7,008 | $4,692+49.4% | $4,013+74.6% | $4,751+47.5% |
| Participant deferral / active EE | $16,228 | $6,938+133.9% | $6,221+160.8% | $6,710+141.8% |
| Admin fee / account holder | $580 | $10,708-94.6% | $9,003-93.6% | $11,403-94.9% |