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 | $317,181 | $74,888+323.5% | $71,209+345.4% | $142,382+122.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 57.78% | 345.14%-287.4pp | 282.51%-224.7pp | 217.08%-159.3pp |
| Employer contribution / active EE | $1,095 | $2,854-61.6% | $2,721-59.8% | $4,299-74.5% |
| Participant deferral / active EE | $26,625 | $4,454+497.7% | $4,175+537.7% | $6,507+309.2% |
| Admin fee / account holder | $888 | $5,568-84.1% | $5,349-83.4% | $12,624-93.0% |