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 | $362,043 | $197,591+83.2% | $177,821+103.6% | $158,922+127.8% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 9.27% | 58.76%-49.5pp | 48.32%-39.1pp | 302.83%-293.6pp |
| Employer contribution / active EE | $14,926 | $6,697+122.9% | $5,918+152.2% | $4,761+213.5% |
| Participant deferral / active EE | $16,715 | $8,405+98.9% | $7,714+116.7% | $5,982+179.4% |
| Admin fee / account holder | $108,127 | $15,399+602.2% | $12,427+770.1% | $11,246+861.5% |