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 | $284,711 | $159,602+78.4% | $150,045+89.8% | $142,382+100.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.69% | 70.24%-44.5pp | 62.55%-36.9pp | 217.08%-191.4pp |
| Employer contribution / active EE | $36,014 | $4,961+626.0% | $4,693+667.4% | $4,299+737.7% |
| Participant deferral / active EE | $2,920 | $8,310-64.9% | $7,997-63.5% | $6,507-55.1% |
| Admin fee / account holder | $1,138 | $14,846-92.3% | $13,435-91.5% | $12,624-91.0% |