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 | $301,500 | $142,405+111.7% | $115,157+161.8% | $152,861+97.2% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 24.35% | 41.48%-17.1pp | 35.60%-11.3pp | 345.32%-321.0pp |
| Employer contribution / active EE | $10,097 | $4,010+151.8% | $3,179+217.6% | $4,762+112.0% |
| Participant deferral / active EE | $10,275 | $5,164+99.0% | $4,168+146.5% | $5,850+75.6% |
| Admin fee / account holder | $3,001 | $8,462-64.5% | $7,088-57.7% | $11,596-74.1% |