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 | $294,272 | $144,119+104.2% | $117,854+149.7% | $147,584+99.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.18% | 531.15%-520.0pp | 335.08%-323.9pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,816 | $4,896-62.9% | $3,786-52.0% | $4,876-62.8% |
| Participant deferral / active EE | $5,852 | $5,316+10.1% | $4,482+30.6% | $5,439+7.6% |
| Admin fee / account holder | $396 | $10,886-96.4% | $8,020-95.1% | $10,885-96.4% |