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 | $424,453 | $197,591+114.8% | $177,821+138.7% | $158,922+167.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 61.47% | 58.76%+2.7pp | 48.32%+13.1pp | 302.83%-241.4pp |
| Employer contribution / active EE | $4,748 | $6,697-29.1% | $5,918-19.8% | $4,761-0.3% |
| Participant deferral / active EE | $15,693 | $8,405+86.7% | $7,714+103.4% | $5,982+162.3% |
| Admin fee / account holder | $10,285 | $15,399-33.2% | $12,427-17.2% | $11,246-8.5% |