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 | $261,938 | $214,378+22.2% | $200,582+30.6% | $142,382+84.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 32.78% | 46.41%-13.6pp | 42.33%-9.6pp | 217.08%-184.3pp |
| Employer contribution / active EE | $15,359 | $6,841+124.5% | $6,419+139.3% | $4,299+257.3% |
| Participant deferral / active EE | $16,136 | $9,865+63.6% | $9,331+72.9% | $6,507+148.0% |
| Admin fee / account holder | $35,752 | $17,692+102.1% | $16,305+119.3% | $12,624+183.2% |