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 | $289,771 | $88,751+226.5% | $81,812+254.2% | $145,922+98.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.51% | 1025.40%-1007.9pp | 773.79%-756.3pp | 561.29%-543.8pp |
| Employer contribution / active EE | $7,498 | $3,083+143.2% | $2,912+157.5% | $4,660+60.9% |
| Participant deferral / active EE | $18,863 | $4,643+306.3% | $4,319+336.8% | $6,688+182.1% |
| Admin fee / account holder | $12,374 | $8,415+47.0% | $7,386+67.5% | $13,397-7.6% |