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 | $258,529 | $192,717+34.1% | $142,449+81.5% | $139,434+85.4% |
| Participation rate | 85.7% | 81.5%+4.2pp | 76.8%+8.9pp | 80.3%+5.4pp |
| Annual return | 22.49% | 17.99%+4.5pp | 19.99%+2.5pp | 372.94%-350.5pp |
| Employer contribution / active EE | $21,867 | $5,806+276.6% | $4,847+351.1% | $4,751+360.3% |
| Participant deferral / active EE | $10,440 | $7,208+44.8% | $6,283+66.1% | $6,710+55.6% |
| Admin fee / account holder | $2,676 | $15,124-82.3% | $10,011-73.3% | $11,403-76.5% |