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 | $260,969 | $157,256+66.0% | $141,162+84.9% | $152,861+70.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 112.42% | 64.32%+48.1pp | 71.39%+41.0pp | 345.32%-232.9pp |
| Employer contribution / active EE | $22,750 | $5,261+332.4% | $4,735+380.5% | $4,762+377.7% |
| Participant deferral / active EE | $16,519 | $7,109+132.4% | $6,709+146.2% | $5,850+182.4% |
| Admin fee / account holder | $661 | $12,120-94.5% | $10,261-93.6% | $11,596-94.3% |