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 | $325,523 | $109,327+197.8% | $89,391+264.2% | $158,922+104.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 17.19% | 345.68%-328.5pp | 245.62%-228.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $9,008 | $3,170+184.2% | $2,586+248.4% | $4,761+89.2% |
| Participant deferral / active EE | $4,057 | $4,598-11.8% | $3,890+4.3% | $5,982-32.2% |
| Admin fee / account holder | $1,183 | $6,153-80.8% | $4,881-75.8% | $11,246-89.5% |