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 8-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 | $261,105 | $104,974+148.7% | $95,585+173.2% | $142,382+83.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.69% | 210.33%-194.6pp | 38.56%-22.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $11,488 | $2,779+313.5% | $2,527+354.7% | $4,299+167.2% |
| Participant deferral / active EE | $12,983 | $4,352+198.3% | $4,023+222.8% | $6,507+99.5% |
| Admin fee / account holder | $9,467 | $6,386+48.2% | $6,127+54.5% | $12,624-25.0% |