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 | $358,669 | $180,449+98.8% | $154,107+132.7% | $135,375+164.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 15.03% | 888.09%-873.1pp | 735.12%-720.1pp | 519.73%-504.7pp |
| Employer contribution / active EE | $5,412 | $6,035-10.3% | $5,298+2.2% | $4,779+13.2% |
| Participant deferral / active EE | $4,172 | $5,806-28.2% | $5,081-17.9% | $5,609-25.6% |
| Admin fee / account holder | $7,968 | $16,143-50.6% | $13,411-40.6% | $10,827-26.4% |