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 | $621,551 | $183,592+238.5% | $155,567+299.5% | $145,959+325.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 26.62% | 61.24%-34.6pp | 64.74%-38.1pp | 561.95%-535.3pp |
| Employer contribution / active EE | $1,169 | $5,315-78.0% | $4,674-75.0% | $4,661-74.9% |
| Participant deferral / active EE | $2,786 | $6,464-56.9% | $5,628-50.5% | $6,689-58.3% |
| Admin fee / account holder | $400,386 | $19,318+1972.6% | $15,916+2415.5% | $13,398+2888.4% |