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 | $281,947 | $100,852+179.6% | $90,404+211.9% | $158,922+77.4% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 18.48% | 1724.20%-1705.7pp | 1293.02%-1274.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,168 | $3,689-41.2% | $3,262-33.6% | $4,761-54.5% |
| Participant deferral / active EE | $4,932 | $4,348+13.4% | $3,963+24.4% | $5,982-17.6% |
| Admin fee / account holder | $13,854 | $6,501+113.1% | $5,611+146.9% | $11,246+23.2% |