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 | $579,222 | $165,335+250.3% | $149,696+286.9% | $158,922+264.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.43% | 348.15%-336.7pp | 276.60%-265.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $9,447 | $5,103+85.1% | $4,644+103.4% | $4,761+98.4% |
| Participant deferral / active EE | $8,302 | $7,181+15.6% | $6,842+21.3% | $5,982+38.8% |
| Admin fee / account holder | $359 | $10,807-96.7% | $9,309-96.1% | $11,246-96.8% |