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 | $454,134 | $202,432+124.3% | $169,368+168.1% | $139,434+225.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.18% | 531.74%-509.6pp | 405.60%-383.4pp | 372.94%-350.8pp |
| Employer contribution / active EE | $5,497 | $4,692+17.2% | $4,013+37.0% | $4,751+15.7% |
| Participant deferral / active EE | $17,446 | $6,938+151.5% | $6,221+180.4% | $6,710+160.0% |
| Admin fee / account holder | $54,872 | $10,708+412.4% | $9,003+509.5% | $11,403+381.2% |