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 | $391,700 | $96,305+306.7% | $80,569+386.2% | $139,434+180.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.94% | 1350.08%-1336.1pp | 935.43%-921.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $3,581 | $3,262+9.8% | $2,723+31.5% | $4,751-24.6% |
| Participant deferral / active EE | $20,569 | $5,232+293.2% | $4,447+362.5% | $6,710+206.5% |
| Admin fee / account holder | $744 | $6,599-88.7% | $5,377-86.2% | $11,403-93.5% |