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 | $328,108 | $169,032+94.1% | $129,207+153.9% | $145,922+124.9% |
| Participation rate | 95.2% | 76.4%+18.8pp | 69.6%+25.6pp | 80.3%+15.0pp |
| Annual return | 14.50% | 14330.11%-14315.6pp | 9417.33%-9402.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,133 | $5,537-79.5% | $4,153-72.7% | $4,660-75.7% |
| Participant deferral / active EE | $9,411 | $4,987+88.7% | $4,168+125.8% | $6,688+40.7% |
| Admin fee / account holder | $6,446 | $9,954-35.2% | $7,715-16.4% | $13,397-51.9% |