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 | $286,478 | $228,332+25.5% | $185,823+54.2% | $158,922+80.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 46.27% | 40.80%+5.5pp | 35.95%+10.3pp | 302.83%-256.6pp |
| Employer contribution / active EE | $1,773 | $4,967-64.3% | $4,087-56.6% | $4,761-62.8% |
| Participant deferral / active EE | $17,586 | $6,415+174.2% | $5,632+212.3% | $5,982+194.0% |
| Admin fee / account holder | $1,259 | $11,864-89.4% | $9,500-86.7% | $11,246-88.8% |