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 | $251,797 | $150,187+67.7% | $120,354+109.2% | $145,922+72.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.13% | 154.07%-139.9pp | 107.15%-93.0pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,266 | $4,348-24.9% | $3,463-5.7% | $4,660-29.9% |
| Participant deferral / active EE | $3,726 | $6,173-39.6% | $4,991-25.3% | $6,688-44.3% |
| Admin fee / account holder | $701 | $12,207-94.3% | $9,423-92.6% | $13,397-94.8% |