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 | $350,102 | $201,272+73.9% | $184,203+90.1% | $145,922+139.9% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 17.24% | 29.00%-11.8pp | 28.81%-11.6pp | 561.29%-544.0pp |
| Employer contribution / active EE | $2,484 | $7,022-64.6% | $6,427-61.3% | $4,660-46.7% |
| Participant deferral / active EE | $7,902 | $9,806-19.4% | $9,131-13.5% | $6,688+18.2% |
| Admin fee / account holder | $428 | $16,364-97.4% | $13,901-96.9% | $13,397-96.8% |