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 | $267,893 | $152,587+75.6% | $125,175+114.0% | $152,861+75.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.36% | 54.84%-31.5pp | 43.79%-20.4pp | 345.32%-322.0pp |
| Employer contribution / active EE | $11,360 | $4,946+129.7% | $3,865+193.9% | $4,762+138.5% |
| Participant deferral / active EE | $14,993 | $5,868+155.5% | $4,937+203.7% | $5,850+156.3% |
| Admin fee / account holder | $16,245 | $13,434+20.9% | $9,702+67.4% | $11,596+40.1% |