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 | $487,309 | $154,365+215.7% | $130,231+274.2% | $139,434+249.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 15.29% | 30.34%-15.1pp | 38.77%-23.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $10,462 | $5,170+102.4% | $4,126+153.6% | $4,751+120.2% |
| Participant deferral / active EE | $22,500 | $8,498+164.8% | $6,799+231.0% | $6,710+235.3% |
| Admin fee / account holder | $7,918 | $9,214-14.1% | $6,020+31.5% | $11,403-30.6% |