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 | $475,344 | $209,411+127.0% | $178,490+166.3% | $158,922+199.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.69% | 188.75%-169.1pp | 151.07%-131.4pp | 302.83%-283.1pp |
| Employer contribution / active EE | $4,929 | $5,706-13.6% | $5,011-1.6% | $4,761+3.5% |
| Participant deferral / active EE | $4,519 | $5,954-24.1% | $5,202-13.1% | $5,982-24.5% |
| Admin fee / account holder | $5,014 | $17,074-70.6% | $13,984-64.1% | $11,246-55.4% |