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 6-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 | $437,087 | $198,466+120.2% | $170,442+156.4% | $147,584+196.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.47% | 257.29%-247.8pp | 205.93%-196.5pp | 578.55%-569.1pp |
| Employer contribution / active EE | $3,389 | $6,184-45.2% | $5,433-37.6% | $4,876-30.5% |
| Participant deferral / active EE | $12,565 | $5,629+123.2% | $4,939+154.4% | $5,439+131.0% |
| Admin fee / account holder | $1,810 | $16,852-89.3% | $13,880-87.0% | $10,885-83.4% |