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 | $471,104 | $96,305+389.2% | $80,569+484.7% | $139,434+237.9% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 20.89% | 1350.08%-1329.2pp | 935.43%-914.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $16,591 | $3,262+408.6% | $2,723+509.2% | $4,751+249.2% |
| Participant deferral / active EE | $12,689 | $5,232+142.5% | $4,447+185.3% | $6,710+89.1% |
| Admin fee / account holder | $13,352 | $6,599+102.3% | $5,377+148.3% | $11,403+17.1% |