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 | $288,771 | $169,032+70.8% | $129,207+123.5% | $145,922+97.9% |
| Participation rate | 77.8% | 76.4%+1.3pp | 69.6%+8.2pp | 80.3%-2.5pp |
| Annual return | 10.65% | 14330.11%-14319.5pp | 9417.33%-9406.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $8,483 | $5,537+53.2% | $4,153+104.3% | $4,660+82.1% |
| Participant deferral / active EE | $19,632 | $4,987+293.6% | $4,168+371.1% | $6,688+193.6% |
| Admin fee / account holder | $1,291 | $9,954-87.0% | $7,715-83.3% | $13,397-90.4% |