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 | $380,850 | $183,519+107.5% | $155,509+144.9% | $145,922+161.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 19.65% | 61.17%-41.5pp | 64.67%-45.0pp | 561.29%-541.6pp |
| Employer contribution / active EE | $16,651 | $5,313+213.4% | $4,672+256.4% | $4,660+257.4% |
| Participant deferral / active EE | $11,283 | $6,462+74.6% | $5,626+100.6% | $6,688+68.7% |
| Admin fee / account holder | $50,878 | $19,313+163.4% | $15,912+219.7% | $13,397+279.8% |