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 | $434,780 | $148,534+192.7% | $135,903+219.9% | $139,434+211.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.09% | 79.19%-66.1pp | 68.23%-55.1pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,354 | $5,243-55.1% | $4,856-51.5% | $4,751-50.5% |
| Participant deferral / active EE | $13,994 | $8,100+72.8% | $7,758+80.4% | $6,710+108.6% |
| Admin fee / account holder | $1,509 | $12,400-87.8% | $10,762-86.0% | $11,403-86.8% |