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 | $312,847 | $67,823+361.3% | $52,425+496.8% | $137,256+127.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 65.09% | 219.11%-154.0pp | 302.12%-237.0pp | 220.34%-155.3pp |
| Employer contribution / active EE | $7,590 | $1,163+552.6% | $914+730.2% | $4,156+82.6% |
| Participant deferral / active EE | $24,542 | $2,288+972.6% | $1,790+1270.7% | $6,407+283.1% |
| Admin fee / account holder | $1,156 | $2,844-59.4% | $2,495-53.7% | $12,270-90.6% |