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 | $321,082 | $129,217+148.5% | $93,406+243.7% | $158,922+102.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 24.42% | 118.21%-93.8pp | 78.05%-53.6pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,802 | $2,711-33.6% | $2,075-13.2% | $4,761-62.2% |
| Participant deferral / active EE | $9,440 | $3,909+141.5% | $3,126+202.0% | $5,982+57.8% |
| Admin fee / account holder | $808 | $7,383-89.1% | $5,230-84.6% | $11,246-92.8% |