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 | $342,897 | $68,097+403.5% | $62,929+444.9% | $137,256+149.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.74% | 1859.11%-1843.4pp | 1063.93%-1048.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $18,715 | $2,811+565.7% | $2,505+647.2% | $4,156+350.3% |
| Participant deferral / active EE | $14,084 | $4,553+209.4% | $3,888+262.2% | $6,407+119.8% |
| Admin fee / account holder | $2,543 | $6,521-61.0% | $5,065-49.8% | $12,270-79.3% |