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 | $299,130 | $71,829+316.4% | $69,780+328.7% | $142,382+110.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 14.02% | 31.01%-17.0pp | 26.31%-12.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $9,059 | $4,385+106.6% | $4,168+117.3% | $4,299+110.7% |
| Participant deferral / active EE | $4,408 | $6,819-35.4% | $6,164-28.5% | $6,507-32.3% |
| Admin fee / account holder | $2,715 | $7,818-65.3% | $7,285-62.7% | $12,624-78.5% |