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 8-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 | $342,897 | $70,756+384.6% | $65,493+423.6% | $142,382+140.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.74% | 1754.89%-1739.2pp | 982.45%-966.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $18,715 | $2,881+549.7% | $2,574+627.0% | $4,299+335.3% |
| Participant deferral / active EE | $14,084 | $4,637+203.7% | $3,961+255.5% | $6,507+116.4% |
| Admin fee / account holder | $2,543 | $6,559-61.2% | $5,028-49.4% | $12,624-79.9% |