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 | $548,331 | $185,822+195.1% | $169,993+222.6% | $139,434+293.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 38.94% | 60.50%-21.6pp | 53.37%-14.4pp | 372.94%-334.0pp |
| Employer contribution / active EE | $9,663 | $7,590+27.3% | $6,785+42.4% | $4,751+103.4% |
| Participant deferral / active EE | $5,371 | $11,622-53.8% | $10,408-48.4% | $6,710-20.0% |
| Admin fee / account holder | $806 | $15,381-94.8% | $12,815-93.7% | $11,403-92.9% |