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 | $363,870 | $202,432+79.7% | $169,368+114.8% | $139,434+161.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.94% | 531.74%-516.8pp | 405.60%-390.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $18,450 | $4,692+293.2% | $4,013+359.8% | $4,751+288.4% |
| Participant deferral / active EE | $24,000 | $6,938+245.9% | $6,221+285.8% | $6,710+257.7% |
| Admin fee / account holder | $8,998 | $10,708-16.0% | $9,003-0.1% | $11,403-21.1% |