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 | $264,273 | $96,305+174.4% | $80,569+228.0% | $139,434+89.5% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 12.28% | 1350.08%-1337.8pp | 935.43%-923.1pp | 372.94%-360.7pp |
| Employer contribution / active EE | $15,217 | $3,262+366.5% | $2,723+458.7% | $4,751+220.3% |
| Participant deferral / active EE | $18,932 | $5,232+261.9% | $4,447+325.7% | $6,710+182.1% |
| Admin fee / account holder | $54,539 | $6,599+726.5% | $5,377+914.3% | $11,403+378.3% |