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 | $328,907 | $109,817+199.5% | $98,442+234.1% | $167,490+96.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 30.37% | 1956.69%-1926.3pp | 1492.73%-1462.4pp | 478.56%-448.2pp |
| Employer contribution / active EE | $22,408 | $3,224+595.1% | $2,960+657.1% | $4,837+363.2% |
| Participant deferral / active EE | $14,573 | $4,673+211.8% | $4,276+240.8% | $6,341+129.8% |
| Admin fee / account holder | $1,453 | $6,753-78.5% | $5,949-75.6% | $12,309-88.2% |