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 | $456,969 | $884,045-48.3% | $453,369+0.8% | $167,490+172.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 11.63% | 29.49%-17.9pp | 64.40%-52.8pp | 478.56%-466.9pp |
| Employer contribution / active EE | $38,500 | $5,538+595.2% | $4,070+845.9% | $4,837+695.9% |
| Participant deferral / active EE | $19,500 | $7,898+146.9% | $6,209+214.1% | $6,341+207.5% |
| Admin fee / account holder | $6,918 | $22,063-68.6% | $11,209-38.3% | $12,309-43.8% |