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 | $353,949 | $90,348+291.8% | $75,972+365.9% | $145,922+142.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 27.08% | 620.88%-593.8pp | 359.55%-332.5pp | 561.29%-534.2pp |
| Employer contribution / active EE | $3,387 | $3,311+2.3% | $2,685+26.2% | $4,660-27.3% |
| Participant deferral / active EE | $17,665 | $5,162+242.2% | $4,255+315.1% | $6,688+164.1% |
| Admin fee / account holder | $1,549 | $8,467-81.7% | $6,467-76.0% | $13,397-88.4% |