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 | $284,922 | $176,662+61.3% | $130,648+118.1% | $152,861+86.4% |
| Participation rate | 84.6% | 79.0%+5.7pp | 71.7%+12.9pp | 82.4%+2.2pp |
| Annual return | 19.36% | 2692.24%-2672.9pp | 1708.96%-1689.6pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,140 | $5,742-80.1% | $4,092-72.1% | $4,762-76.1% |
| Participant deferral / active EE | $11,820 | $4,361+171.0% | $3,603+228.1% | $5,850+102.0% |
| Admin fee / account holder | $10,445 | $7,133+46.4% | $5,464+91.2% | $11,596-9.9% |