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 | $577,663 | $148,534+288.9% | $135,903+325.1% | $139,434+314.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.04% | 79.19%-57.2pp | 68.23%-46.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $8,112 | $5,243+54.7% | $4,856+67.0% | $4,751+70.8% |
| Participant deferral / active EE | $22,294 | $8,100+175.2% | $7,758+187.4% | $6,710+232.2% |
| Admin fee / account holder | $1,582 | $12,400-87.2% | $10,762-85.3% | $11,403-86.1% |