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 | $386,959 | $110,257+251.0% | $96,544+300.8% | $139,434+177.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.14% | 26.32%-6.2pp | 25.84%-5.7pp | 372.94%-352.8pp |
| Employer contribution / active EE | $18,257 | $3,620+404.4% | $2,965+515.8% | $4,751+284.3% |
| Participant deferral / active EE | $13,046 | $5,548+135.2% | $4,851+168.9% | $6,710+94.4% |
| Admin fee / account holder | $58,574 | $11,591+405.3% | $8,252+609.8% | $11,403+413.7% |