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 9-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 | $407,053 | $77,813+423.1% | $123,544+229.5% | $64,186+534.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 16.40% | 12.48%+3.9pp | 119.20%-102.8pp | 7.63%+8.8pp |
| Employer contribution / active EE | $7,268 | $3,014+141.1% | $4,628+57.0% | $2,381+205.3% |
| Participant deferral / active EE | $12,711 | $5,240+142.6% | $6,426+97.8% | $3,470+266.4% |
| Admin fee / account holder | $22,400 | $5,519+305.9% | $9,284+141.3% | $4,888+358.3% |