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 | $359,084 | $76,738+367.9% | $56,411+536.5% | $145,922+146.1% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+19.0pp | 80.3%-8.8pp |
| Annual return | 12.65% | 2994.23%-2981.6pp | 1701.33%-1688.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $4,266 | $1,380+209.2% | $1,039+310.7% | $4,660-8.4% |
| Participant deferral / active EE | $11,210 | $2,623+327.4% | $1,952+474.3% | $6,688+67.6% |
| Admin fee / account holder | $1,606 | $3,334-51.8% | $2,829-43.2% | $13,397-88.0% |