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 3-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 | $256,346 | $169,161+51.5% | $129,295+98.3% | $145,959+75.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.70% | 14348.07%-14334.4pp | 9429.28%-9415.6pp | 561.95%-548.2pp |
| Employer contribution / active EE | $5,140 | $5,543-7.3% | $4,157+23.6% | $4,661+10.3% |
| Participant deferral / active EE | $13,493 | $4,989+170.4% | $4,169+223.6% | $6,689+101.7% |
| Admin fee / account holder | $1,076 | $9,878-89.1% | $7,665-86.0% | $13,398-92.0% |