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 7-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 | $269,509 | $228,332+18.0% | $185,823+45.0% | $158,922+69.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.93% | 40.80%-27.9pp | 35.95%-23.0pp | 302.83%-289.9pp |
| Employer contribution / active EE | $31,193 | $4,967+528.0% | $4,087+663.1% | $4,761+555.2% |
| Participant deferral / active EE | $21,771 | $6,415+239.4% | $5,632+286.6% | $5,982+263.9% |
| Admin fee / account holder | $1,594 | $11,864-86.6% | $9,500-83.2% | $11,246-85.8% |