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 | $276,943 | $81,208+241.0% | $98,907+180.0% | $79,858+246.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.15% | 60.99%-47.8pp | 196.43%-183.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $7,328 | $1,960+273.9% | $2,689+172.5% | $2,471+196.6% |
| Participant deferral / active EE | $10,269 | $3,265+214.5% | $4,244+141.9% | $3,740+174.6% |
| Admin fee / account holder | $19,219 | $6,013+219.6% | $6,642+189.4% | $5,306+262.2% |