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 | $474,190 | $176,056+169.3% | $159,436+197.4% | $167,490+183.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.31% | 331.75%-314.4pp | 263.57%-246.3pp | 478.56%-461.2pp |
| Employer contribution / active EE | $14,250 | $5,297+169.0% | $4,829+195.1% | $4,837+194.6% |
| Participant deferral / active EE | $17,050 | $7,750+120.0% | $7,352+131.9% | $6,341+168.9% |
| Admin fee / account holder | $4,473 | $12,554-64.4% | $10,799-58.6% | $12,309-63.7% |