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 | $396,640 | $157,256+152.2% | $141,162+181.0% | $152,861+159.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.44% | 64.32%-35.9pp | 71.39%-42.9pp | 345.32%-316.9pp |
| Employer contribution / active EE | $8,594 | $5,261+63.4% | $4,735+81.5% | $4,762+80.5% |
| Participant deferral / active EE | $8,834 | $7,109+24.3% | $6,709+31.7% | $5,850+51.0% |
| Admin fee / account holder | $10,199 | $12,120-15.8% | $10,261-0.6% | $11,596-12.0% |