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 | $287,343 | $96,305+198.4% | $80,569+256.6% | $139,434+106.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.42% | 1350.08%-1330.7pp | 935.43%-916.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,880 | $3,262+18.9% | $2,723+42.4% | $4,751-18.3% |
| Participant deferral / active EE | $11,474 | $5,232+119.3% | $4,447+158.0% | $6,710+71.0% |
| Admin fee / account holder | $4,280 | $6,599-35.1% | $5,377-20.4% | $11,403-62.5% |