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 | $508,212 | $297,529+70.8% | $246,525+106.2% | $357,791+42.0% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 8.47% | -2.25%+10.7pp | 0.46%+8.0pp | 396.79%-388.3pp |
| Employer contribution / active EE | $28,264 | $8,709+224.5% | $7,467+278.5% | $7,508+276.5% |
| Participant deferral / active EE | $18,167 | $6,076+199.0% | $5,422+235.0% | $5,521+229.1% |
| Admin fee / account holder | $5,209 | $16,212-67.9% | $16,551-68.5% | $28,387-81.6% |