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 4-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 | $251,005 | $214,378+17.1% | $200,582+25.1% | $142,382+76.3% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 15.75% | 46.41%-30.7pp | 42.33%-26.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,717 | $6,841-45.7% | $6,419-42.1% | $4,299-13.5% |
| Participant deferral / active EE | $6,137 | $9,865-37.8% | $9,331-34.2% | $6,507-5.7% |
| Admin fee / account holder | $8,348 | $17,692-52.8% | $16,305-48.8% | $12,624-33.9% |