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 8-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 | $255,430 | $100,852+153.3% | $90,404+182.5% | $158,922+60.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.29% | 1724.20%-1715.9pp | 1293.02%-1284.7pp | 302.83%-294.5pp |
| Employer contribution / active EE | $14,210 | $3,689+285.2% | $3,262+335.6% | $4,761+198.5% |
| Participant deferral / active EE | $12,560 | $4,348+188.9% | $3,963+216.9% | $5,982+110.0% |
| Admin fee / account holder | $1,372 | $6,501-78.9% | $5,611-75.5% | $11,246-87.8% |