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 | $289,348 | $177,572+62.9% | $154,803+86.9% | $142,382+103.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.73% | 65.07%-46.3pp | 58.88%-40.2pp | 217.08%-198.3pp |
| Employer contribution / active EE | $19,963 | $4,810+315.0% | $4,305+363.7% | $4,299+364.3% |
| Participant deferral / active EE | $13,375 | $6,272+113.3% | $5,540+141.4% | $6,507+105.5% |
| Admin fee / account holder | $10,397 | $16,786-38.1% | $14,329-27.4% | $12,624-17.6% |