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 | $351,265 | $150,440+133.5% | $136,294+157.7% | $147,584+138.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 20.00% | 1049.08%-1029.1pp | 5155.94%-5135.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,730 | $5,256-48.1% | $4,695-41.9% | $4,876-44.0% |
| Participant deferral / active EE | $5,990 | $6,630-9.7% | $6,247-4.1% | $5,439+10.1% |
| Admin fee / account holder | $8,094 | $10,905-25.8% | $9,243-12.4% | $10,885-25.6% |