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 3-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 | $257,250 | $166,020+55.0% | $164,866+56.0% | $145,959+76.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 205.94% | 100.08%+105.9pp | 69.97%+136.0pp | 561.95%-356.0pp |
| Employer contribution / active EE | $7,906 | $5,275+49.9% | $4,343+82.0% | $4,661+69.6% |
| Participant deferral / active EE | $32,901 | $6,961+372.7% | $6,033+445.4% | $6,689+391.9% |
| Admin fee / account holder | $27,307 | $16,644+64.1% | $12,689+115.2% | $13,398+103.8% |