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 | $209,336+25.1% | $197,124+32.9% | $137,256+90.8% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 32.78% | 48.09%-15.3pp | 44.34%-11.6pp | 220.34%-187.6pp |
| Employer contribution / active EE | $15,359 | $6,591+133.0% | $6,227+146.6% | $4,156+269.6% |
| Participant deferral / active EE | $16,136 | $9,614+67.8% | $9,135+76.6% | $6,407+151.9% |
| Admin fee / account holder | $35,752 | $17,308+106.6% | $16,298+119.4% | $12,270+191.4% |