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 6-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 | $318,449 | $209,336+52.1% | $197,124+61.5% | $137,256+132.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.54% | 48.09%-32.6pp | 44.34%-28.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $27,149 | $6,591+311.9% | $6,227+336.0% | $4,156+553.2% |
| Participant deferral / active EE | $27,470 | $9,614+185.7% | $9,135+200.7% | $6,407+328.8% |
| Admin fee / account holder | $96,993 | $17,308+460.4% | $16,298+495.1% | $12,270+690.5% |