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 | $433,287 | $185,822+133.2% | $169,993+154.9% | $139,434+210.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.76% | 60.50%-38.7pp | 53.37%-31.6pp | 372.94%-351.2pp |
| Employer contribution / active EE | $12,585 | $7,590+65.8% | $6,785+85.5% | $4,751+164.9% |
| Participant deferral / active EE | $9,177 | $11,622-21.0% | $10,408-11.8% | $6,710+36.8% |
| Admin fee / account holder | $1,608 | $15,381-89.5% | $12,815-87.5% | $11,403-85.9% |