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 | $302,444 | $107,934+180.2% | $91,989+228.8% | $152,861+97.9% |
| Participation rate | 90.0% | 81.2%+8.8pp | 78.6%+11.4pp | 82.4%+7.6pp |
| Annual return | 18.91% | 89.24%-70.3pp | 69.02%-50.1pp | 345.32%-326.4pp |
| Employer contribution / active EE | $11,757 | $4,210+179.3% | $3,452+240.6% | $4,762+146.9% |
| Participant deferral / active EE | $12,555 | $6,364+97.3% | $5,923+112.0% | $5,850+114.6% |
| Admin fee / account holder | $14,576 | $10,520+38.6% | $7,743+88.2% | $11,596+25.7% |