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 | $348,666 | $165,984+110.1% | $164,813+111.6% | $145,922+138.9% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.6%+12.7pp | 80.3%+11.0pp |
| Annual return | 14.59% | 100.03%-85.4pp | 69.93%-55.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $4,871 | $5,273-7.6% | $4,341+12.2% | $4,660+4.5% |
| Participant deferral / active EE | $10,109 | $6,959+45.3% | $6,031+67.6% | $6,688+51.2% |
| Admin fee / account holder | $85,328 | $16,648+412.6% | $12,690+572.4% | $13,397+536.9% |