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 8-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 | $266,096 | $111,814+138.0% | $103,374+157.4% | $145,959+82.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.77% | 24.77%-15.0pp | 24.89%-15.1pp | 561.95%-552.2pp |
| Employer contribution / active EE | $4,473 | $4,214+6.1% | $3,869+15.6% | $4,661-4.0% |
| Participant deferral / active EE | $21,369 | $5,618+280.3% | $5,058+322.5% | $6,689+219.5% |
| Admin fee / account holder | $6,151 | $9,754-36.9% | $8,394-26.7% | $13,398-54.1% |