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 | $256,987 | $150,187+71.1% | $120,354+113.5% | $145,922+76.1% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 11.73% | 154.07%-142.3pp | 107.15%-95.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $15,369 | $4,348+253.5% | $3,463+343.9% | $4,660+229.8% |
| Participant deferral / active EE | $16,063 | $6,173+160.2% | $4,991+221.8% | $6,688+140.2% |
| Admin fee / account holder | $1,173 | $12,207-90.4% | $9,423-87.6% | $13,397-91.2% |