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 | $271,237 | $169,032+60.5% | $129,207+109.9% | $145,922+85.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.39% | 14330.11%-14320.7pp | 9417.33%-9407.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $754 | $5,537-86.4% | $4,153-81.8% | $4,660-83.8% |
| Participant deferral / active EE | $2,407 | $4,987-51.7% | $4,168-42.2% | $6,688-64.0% |
| Admin fee / account holder | $2,526 | $9,954-74.6% | $7,715-67.3% | $13,397-81.1% |