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 4-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 | $271,199 | $88,751+205.6% | $81,812+231.5% | $145,922+85.9% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.3%+22.1pp | 80.3%+14.2pp |
| Annual return | 16.54% | 1025.40%-1008.9pp | 773.79%-757.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $5,221 | $3,083+69.3% | $2,912+79.3% | $4,660+12.0% |
| Participant deferral / active EE | $10,683 | $4,643+130.1% | $4,319+147.4% | $6,688+59.7% |
| Admin fee / account holder | $345 | $8,415-95.9% | $7,386-95.3% | $13,397-97.4% |