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 | $254,281 | $104,486+143.4% | $76,817+231.0% | $152,861+66.3% |
| Participation rate | 92.9% | 76.6%+16.3pp | 72.1%+20.8pp | 82.4%+10.4pp |
| Annual return | 20.84% | 1013.37%-992.5pp | 1166.11%-1145.3pp | 345.32%-324.5pp |
| Employer contribution / active EE | $10,494 | $3,116+236.8% | $2,302+355.9% | $4,762+120.4% |
| Participant deferral / active EE | $4,808 | $4,236+13.5% | $3,336+44.1% | $5,850-17.8% |
| Admin fee / account holder | $4,005 | $12,275-67.4% | $6,420-37.6% | $11,596-65.5% |