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 | $298,745 | $104,486+185.9% | $76,817+288.9% | $152,861+95.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 16.10% | 1013.37%-997.3pp | 1166.11%-1150.0pp | 345.32%-329.2pp |
| Employer contribution / active EE | $3,430 | $3,116+10.1% | $2,302+49.0% | $4,762-28.0% |
| Participant deferral / active EE | $6,000 | $4,236+41.7% | $3,336+79.9% | $5,850+2.6% |
| Admin fee / account holder | $14,102 | $12,275+14.9% | $6,420+119.7% | $11,596+21.6% |