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 | $472,974 | $226,064+109.2% | $182,532+159.1% | $152,861+209.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.78% | 192.51%-169.7pp | 148.54%-125.8pp | 345.32%-322.5pp |
| Employer contribution / active EE | $32,500 | $4,978+552.8% | $4,076+697.3% | $4,762+582.4% |
| Participant deferral / active EE | $20,000 | $6,368+214.1% | $5,524+262.0% | $5,850+241.9% |
| Admin fee / account holder | $3,014 | $10,703-71.8% | $8,592-64.9% | $11,596-74.0% |