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 | $284,755 | $96,305+195.7% | $80,569+253.4% | $139,434+104.2% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 15.90% | 1350.08%-1334.2pp | 935.43%-919.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $7,861 | $3,262+141.0% | $2,723+188.7% | $4,751+65.5% |
| Participant deferral / active EE | $4,019 | $5,232-23.2% | $4,447-9.6% | $6,710-40.1% |
| Admin fee / account holder | $2,033 | $6,599-69.2% | $5,377-62.2% | $11,403-82.2% |