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 | $360,659 | $90,348+299.2% | $75,972+374.7% | $145,922+147.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.27% | 620.88%-606.6pp | 359.55%-345.3pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,722 | $3,311+42.6% | $2,685+75.9% | $4,660+1.3% |
| Participant deferral / active EE | $19,149 | $5,162+271.0% | $4,255+350.0% | $6,688+186.3% |
| Admin fee / account holder | $20,899 | $8,467+146.8% | $6,467+223.2% | $13,397+56.0% |