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 | $376,388 | $226,064+66.5% | $182,532+106.2% | $152,861+146.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 7.92% | 192.51%-184.6pp | 148.54%-140.6pp | 345.32%-337.4pp |
| Employer contribution / active EE | $35,000 | $4,978+603.0% | $4,076+758.7% | $4,762+634.9% |
| Participant deferral / active EE | $25,000 | $6,368+292.6% | $5,524+352.5% | $5,850+327.3% |
| Admin fee / account holder | $7,983 | $10,703-25.4% | $8,592-7.1% | $11,596-31.2% |