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 | $289,294 | $96,305+200.4% | $80,569+259.1% | $139,434+107.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.76% | 1350.08%-1327.3pp | 935.43%-912.7pp | 372.94%-350.2pp |
| Employer contribution / active EE | $2,870 | $3,262-12.0% | $2,723+5.4% | $4,751-39.6% |
| Participant deferral / active EE | $14,188 | $5,232+171.2% | $4,447+219.0% | $6,710+111.4% |
| Admin fee / account holder | $15,046 | $6,599+128.0% | $5,377+179.8% | $11,403+32.0% |