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 | $424,298 | $104,907+304.5% | $84,611+401.5% | $152,861+177.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.88% | 373.79%-353.9pp | 258.74%-238.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,485 | $3,302-24.7% | $2,652-6.3% | $4,762-47.8% |
| Participant deferral / active EE | $25,428 | $4,688+442.4% | $3,899+552.2% | $5,850+334.7% |
| Admin fee / account holder | $1,850 | $6,241-70.4% | $4,912-62.3% | $11,596-84.1% |