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 | $254,372 | $111,754+127.6% | $103,333+146.2% | $145,922+74.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 47.85% | 24.77%+23.1pp | 24.88%+23.0pp | 561.29%-513.4pp |
| Employer contribution / active EE | $10,905 | $4,212+158.9% | $3,868+181.9% | $4,660+134.0% |
| Participant deferral / active EE | $8,388 | $5,619+49.3% | $5,057+65.9% | $6,688+25.4% |
| Admin fee / account holder | $2,099 | $9,750-78.5% | $8,355-74.9% | $13,397-84.3% |