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 | $360,972 | $202,318+78.4% | $172,739+109.0% | $152,861+136.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 20.99% | 1029.65%-1008.7pp | 802.84%-781.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,224 | $5,856-62.0% | $5,143-56.8% | $4,762-53.3% |
| Participant deferral / active EE | $10,481 | $5,948+76.2% | $5,198+101.7% | $5,850+79.2% |
| Admin fee / account holder | $52,749 | $17,109+208.3% | $13,954+278.0% | $11,596+354.9% |