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 | $975,643 | $117,841+727.9% | $102,423+852.6% | $145,922+568.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.37% | 31.65%-11.3pp | 29.32%-9.0pp | 561.29%-540.9pp |
| Employer contribution / active EE | $18,207 | $3,615+403.7% | $3,023+502.2% | $4,660+290.7% |
| Participant deferral / active EE | $19,551 | $5,731+241.2% | $5,053+286.9% | $6,688+192.3% |
| Admin fee / account holder | $8,413 | $13,326-36.9% | $9,451-11.0% | $13,397-37.2% |