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 | $309,884 | $158,398+95.6% | $126,539+144.9% | $142,382+117.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.33% | 593.76%-580.4pp | 425.95%-412.6pp | 217.08%-203.7pp |
| Employer contribution / active EE | $5,732 | $4,650+23.3% | $3,674+56.0% | $4,299+33.3% |
| Participant deferral / active EE | $23,583 | $4,767+394.7% | $4,083+477.6% | $6,507+262.4% |
| Admin fee / account holder | $21,444 | $6,918+210.0% | $6,065+253.6% | $12,624+69.9% |