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 | $277,456 | $171,865+61.4% | $149,718+85.3% | $147,584+88.0% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 16.62% | 2113.22%-2096.6pp | 1501.63%-1485.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,546 | $6,275-43.5% | $5,445-34.9% | $4,876-27.3% |
| Participant deferral / active EE | $12,313 | $7,271+69.4% | $6,569+87.4% | $5,439+126.4% |
| Admin fee / account holder | $6,593 | $13,799-52.2% | $11,283-41.6% | $10,885-39.4% |