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 | $346,198 | $169,032+104.8% | $129,207+167.9% | $145,922+137.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 24.70% | 14330.11%-14305.4pp | 9417.33%-9392.6pp | 561.29%-536.6pp |
| Employer contribution / active EE | $3,433 | $5,537-38.0% | $4,153-17.3% | $4,660-26.3% |
| Participant deferral / active EE | $9,029 | $4,987+81.0% | $4,168+116.6% | $6,688+35.0% |
| Admin fee / account holder | $4,572 | $9,954-54.1% | $7,715-40.7% | $13,397-65.9% |