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 | $380,096 | $176,056+115.9% | $159,436+138.4% | $167,490+126.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.76% | 331.75%-313.0pp | 263.57%-244.8pp | 478.56%-459.8pp |
| Employer contribution / active EE | $16,759 | $5,297+216.4% | $4,829+247.0% | $4,837+246.4% |
| Participant deferral / active EE | $11,820 | $7,750+52.5% | $7,352+60.8% | $6,341+86.4% |
| Admin fee / account holder | $2,804 | $12,554-77.7% | $10,799-74.0% | $12,309-77.2% |