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 | $254,105 | $150,440+68.9% | $136,294+86.4% | $147,584+72.2% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 17.52% | 1049.08%-1031.6pp | 5155.94%-5138.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,693 | $5,256-67.8% | $4,695-63.9% | $4,876-65.3% |
| Participant deferral / active EE | $7,379 | $6,630+11.3% | $6,247+18.1% | $5,439+35.7% |
| Admin fee / account holder | $3,965 | $10,905-63.6% | $9,243-57.1% | $10,885-63.6% |