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 | $326,869 | $99,020+230.1% | $86,590+277.5% | $147,584+121.5% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 14.72% | 1312.34%-1297.6pp | 964.84%-950.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $11,785 | $3,132+276.3% | $2,839+315.1% | $4,876+141.7% |
| Participant deferral / active EE | $4,217 | $3,972+6.2% | $3,609+16.9% | $5,439-22.5% |
| Admin fee / account holder | $11,148 | $5,710+95.2% | $4,906+127.2% | $10,885+2.4% |