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 | $310,223 | $150,440+106.2% | $136,294+127.6% | $147,584+110.2% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 13.14% | 1049.08%-1035.9pp | 5155.94%-5142.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $3,133 | $5,256-40.4% | $4,695-33.3% | $4,876-35.7% |
| Participant deferral / active EE | $7,803 | $6,630+17.7% | $6,247+24.9% | $5,439+43.5% |
| Admin fee / account holder | $1,745 | $10,905-84.0% | $9,243-81.1% | $10,885-84.0% |