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 | $311,399 | $210,408+48.0% | $153,485+102.9% | $145,922+113.4% |
| Participation rate | 92.3% | 82.1%+10.2pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 17.55% | 13.37%+4.2pp | 15.65%+1.9pp | 561.29%-543.7pp |
| Employer contribution / active EE | $23,740 | $6,048+292.5% | $5,039+371.2% | $4,660+409.5% |
| Participant deferral / active EE | $11,350 | $7,975+42.3% | $6,757+68.0% | $6,688+69.7% |
| Admin fee / account holder | $6,269 | $19,419-67.7% | $12,724-50.7% | $13,397-53.2% |