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 | $260,627 | $214,378+21.6% | $200,582+29.9% | $142,382+83.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 26.50% | 46.41%-19.9pp | 42.33%-15.8pp | 217.08%-190.6pp |
| Employer contribution / active EE | $6,641 | $6,841-2.9% | $6,419+3.5% | $4,299+54.5% |
| Participant deferral / active EE | $11,237 | $9,865+13.9% | $9,331+20.4% | $6,507+72.7% |
| Admin fee / account holder | $21,359 | $17,692+20.7% | $16,305+31.0% | $12,624+69.2% |