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 | $342,028 | $88,751+285.4% | $81,812+318.1% | $145,922+134.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 20.64% | 1025.40%-1004.8pp | 773.79%-753.2pp | 561.29%-540.6pp |
| Employer contribution / active EE | $2,072 | $3,083-32.8% | $2,912-28.8% | $4,660-55.5% |
| Participant deferral / active EE | $8,841 | $4,643+90.4% | $4,319+104.7% | $6,688+32.2% |
| Admin fee / account holder | $5,578 | $8,415-33.7% | $7,386-24.5% | $13,397-58.4% |