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 | $286,140 | $105,126+172.2% | $94,646+202.3% | $139,434+105.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.46% | 38.03%-25.6pp | 156.71%-144.2pp | 372.94%-360.5pp |
| Employer contribution / active EE | $3,289 | $4,106-19.9% | $3,672-10.4% | $4,751-30.8% |
| Participant deferral / active EE | $14,183 | $7,599+86.6% | $7,418+91.2% | $6,710+111.4% |
| Admin fee / account holder | $4,438 | $8,984-50.6% | $7,231-38.6% | $11,403-61.1% |