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 | $411,702 | $172,478+138.7% | $145,661+182.6% | $142,382+189.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 10.35% | 151.09%-140.7pp | 101.46%-91.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $9,610 | $4,899+96.2% | $4,238+126.8% | $4,299+123.5% |
| Participant deferral / active EE | $28,694 | $8,348+243.7% | $7,198+298.6% | $6,507+341.0% |
| Admin fee / account holder | $2,437 | $16,864-85.5% | $12,466-80.4% | $12,624-80.7% |