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 8-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 | $254,927 | $157,256+62.1% | $141,162+80.6% | $152,861+66.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 50.67% | 64.32%-13.7pp | 71.39%-20.7pp | 345.32%-294.6pp |
| Employer contribution / active EE | $3,127 | $5,261-40.6% | $4,735-34.0% | $4,762-34.3% |
| Participant deferral / active EE | $12,959 | $7,109+82.3% | $6,709+93.2% | $5,850+121.5% |
| Admin fee / account holder | $1,809 | $12,120-85.1% | $10,261-82.4% | $11,596-84.4% |