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 | $637,170 | $149,734+325.5% | $118,925+435.8% | $158,922+300.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.50% | 19.95%-4.4pp | 35.88%-20.4pp | 302.83%-287.3pp |
| Employer contribution / active EE | $9,284 | $4,115+125.6% | $3,263+184.5% | $4,761+95.0% |
| Participant deferral / active EE | $6,500 | $5,223+24.4% | $4,265+52.4% | $5,982+8.7% |
| Admin fee / account holder | $15,154 | $8,603+76.1% | $6,581+130.3% | $11,246+34.8% |