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 10-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 | $263,202 | $168,632+56.1% | $147,614+78.3% | $125,391+109.9% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -1.60% | 77.65%-79.3pp | 61.98%-63.6pp | 282.22%-283.8pp |
| Employer contribution / active EE | $7,705 | $6,252+23.2% | $5,564+38.5% | $4,866+58.3% |
| Participant deferral / active EE | $6,048 | $5,507+9.8% | $4,895+23.5% | $5,352+13.0% |
| Admin fee / account holder | $642 | $13,580-95.3% | $11,611-94.5% | $9,540-93.3% |