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 | $841,003 | $185,200+354.1% | $142,863+488.7% | $167,490+402.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 9.93% | 8555.70%-8545.8pp | 5637.54%-5627.6pp | 478.56%-468.6pp |
| Employer contribution / active EE | $6,300 | $5,604+12.4% | $4,144+52.0% | $4,837+30.2% |
| Participant deferral / active EE | $19,500 | $4,494+333.9% | $3,837+408.2% | $6,341+207.5% |
| Admin fee / account holder | $7,010 | $8,031-12.7% | $6,560+6.8% | $12,309-43.1% |