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 6-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 | $265,008 | $115,770+128.9% | $101,248+161.7% | $158,922+66.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.71% | 56.14%-31.4pp | 46.47%-21.8pp | 302.83%-278.1pp |
| Employer contribution / active EE | $3,904 | $4,175-6.5% | $3,660+6.7% | $4,761-18.0% |
| Participant deferral / active EE | $17,436 | $4,957+251.7% | $4,370+299.0% | $5,982+191.5% |
| Admin fee / account holder | $726 | $7,245-90.0% | $5,945-87.8% | $11,246-93.5% |