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 6-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 | $303,731 | $114,381+165.5% | $107,525+182.5% | $142,382+113.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.64% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $14,351 | $4,015+257.5% | $3,754+282.3% | $4,299+233.8% |
| Participant deferral / active EE | $13,995 | $5,564+151.5% | $5,116+173.6% | $6,507+115.1% |
| Admin fee / account holder | $611 | $9,860-93.8% | $8,919-93.2% | $12,624-95.2% |