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 | $414,263 | $114,047+263.2% | $96,139+330.9% | $167,490+147.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 27.63% | 189.88%-162.2pp | 191.94%-164.3pp | 478.56%-450.9pp |
| Employer contribution / active EE | $1,886 | $3,427-45.0% | $2,797-32.6% | $4,837-61.0% |
| Participant deferral / active EE | $2,047 | $5,194-60.6% | $4,349-52.9% | $6,341-67.7% |
| Admin fee / account holder | $1,814 | $6,897-73.7% | $5,537-67.2% | $12,309-85.3% |