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 | $366,274 | $102,604+257.0% | $86,188+325.0% | $139,434+162.7% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 18.24% | 1922.51%-1904.3pp | 1168.45%-1150.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,176 | $3,032-28.3% | $2,380-8.6% | $4,751-54.2% |
| Participant deferral / active EE | $2,719 | $4,676-41.9% | $3,985-31.8% | $6,710-59.5% |
| Admin fee / account holder | $57,453 | $8,657+563.7% | $6,852+738.5% | $11,403+403.9% |