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 | $326,325 | $102,604+218.0% | $86,188+278.6% | $139,434+134.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 13.75% | 1922.51%-1908.8pp | 1168.45%-1154.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $17,983 | $3,032+493.0% | $2,380+655.5% | $4,751+278.5% |
| Participant deferral / active EE | $9,961 | $4,676+113.0% | $3,985+149.9% | $6,710+48.4% |
| Admin fee / account holder | $1,553 | $8,657-82.1% | $6,852-77.3% | $11,403-86.4% |