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 7-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 | $721,617 | $162,781+343.3% | $133,956+438.7% | $158,922+354.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.03% | 41.94%-29.9pp | 45.09%-33.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $11,904 | $4,975+139.3% | $3,919+203.8% | $4,761+150.0% |
| Participant deferral / active EE | $9,679 | $5,911+63.7% | $5,048+91.8% | $5,982+61.8% |
| Admin fee / account holder | $4,547 | $11,736-61.3% | $8,927-49.1% | $11,246-59.6% |