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 | $276,417 | $96,305+187.0% | $80,569+243.1% | $139,434+98.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.23% | 1350.08%-1332.9pp | 935.43%-918.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $15,992 | $3,262+390.2% | $2,723+487.2% | $4,751+236.6% |
| Participant deferral / active EE | $17,429 | $5,232+233.1% | $4,447+291.9% | $6,710+159.7% |
| Admin fee / account holder | $5,632 | $6,599-14.6% | $5,377+4.7% | $11,403-50.6% |