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 | $254,939 | $74,888+240.4% | $71,209+258.0% | $142,382+79.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.64% | 345.14%-326.5pp | 282.51%-263.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,480 | $2,854-13.1% | $2,721-8.9% | $4,299-42.3% |
| Participant deferral / active EE | $25,081 | $4,454+463.1% | $4,175+500.7% | $6,507+285.4% |
| Admin fee / account holder | $991 | $5,568-82.2% | $5,349-81.5% | $12,624-92.1% |