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 | $307,100 | $176,662+73.8% | $130,648+135.1% | $152,861+100.9% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.4%-2.4pp |
| Annual return | 17.87% | 2692.24%-2674.4pp | 1708.96%-1691.1pp | 345.32%-327.4pp |
| Employer contribution / active EE | $12,293 | $5,742+114.1% | $4,092+200.4% | $4,762+158.1% |
| Participant deferral / active EE | $180 | $4,361-95.9% | $3,603-95.0% | $5,850-96.9% |
| Admin fee / account holder | $1,055 | $7,133-85.2% | $5,464-80.7% | $11,596-90.9% |