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 | $320,814 | $94,752+238.6% | $112,887+184.2% | $139,434+130.1% |
| Participation rate | 73.3% | 81.3%-7.9pp | 80.5%-7.2pp | 80.3%-7.0pp |
| Annual return | 21.36% | 40.88%-19.5pp | 34.10%-12.7pp | 372.94%-351.6pp |
| Employer contribution / active EE | $16,347 | $4,625+253.4% | $4,563+258.2% | $4,751+244.1% |
| Participant deferral / active EE | $0 | $6,512-100.0% | $6,513-100.0% | $6,710-100.0% |
| Admin fee / account holder | $160,502 | $8,527+1782.2% | $7,047+2177.5% | $11,403+1307.6% |