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 | $321,091 | $126,574+153.7% | $106,213+202.3% | $145,922+120.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.57% | 224.79%-203.2pp | 116.14%-94.6pp | 561.29%-539.7pp |
| Employer contribution / active EE | $5,985 | $3,730+60.4% | $3,171+88.7% | $4,660+28.4% |
| Participant deferral / active EE | $16,088 | $5,724+181.1% | $5,016+220.7% | $6,688+140.6% |
| Admin fee / account holder | $22,675 | $17,304+31.0% | $11,033+105.5% | $13,397+69.3% |