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 7-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 | $436,482 | $228,332+91.2% | $185,823+134.9% | $158,922+174.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.29% | 40.80%-20.5pp | 35.95%-15.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $5,841 | $4,967+17.6% | $4,087+42.9% | $4,761+22.7% |
| Participant deferral / active EE | $12,595 | $6,415+96.3% | $5,632+123.6% | $5,982+110.5% |
| Admin fee / account holder | $1,103 | $11,864-90.7% | $9,500-88.4% | $11,246-90.2% |