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 | $293,590 | $178,174+64.8% | $156,181+88.0% | $137,256+113.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 36.32% | 84.19%-47.9pp | 64.87%-28.5pp | 220.34%-184.0pp |
| Employer contribution / active EE | $10,095 | $4,972+103.1% | $4,294+135.1% | $4,156+142.9% |
| Participant deferral / active EE | $9,729 | $6,888+41.2% | $6,132+58.6% | $6,407+51.8% |
| Admin fee / account holder | $2,121 | $17,404-87.8% | $14,586-85.5% | $12,270-82.7% |