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 | $792,368 | $109,982+620.5% | $97,226+715.0% | $145,922+443.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.06% | 242.90%-227.8pp | 75.13%-60.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $821 | $3,084-73.4% | $2,729-69.9% | $4,660-82.4% |
| Participant deferral / active EE | $950 | $4,676-79.7% | $4,264-77.7% | $6,688-85.8% |
| Admin fee / account holder | $12,330 | $6,221+98.2% | $5,654+118.1% | $13,397-8.0% |