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 9-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 | $640,734 | $165,335+287.5% | $149,696+328.0% | $158,922+303.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.46% | 348.15%-337.7pp | 276.60%-266.1pp | 302.83%-292.4pp |
| Employer contribution / active EE | $2,167 | $5,103-57.5% | $4,644-53.3% | $4,761-54.5% |
| Participant deferral / active EE | $9,018 | $7,181+25.6% | $6,842+31.8% | $5,982+50.7% |
| Admin fee / account holder | $38,340 | $10,807+254.8% | $9,309+311.9% | $11,246+240.9% |