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 | $405,481 | $158,398+156.0% | $126,539+220.4% | $142,382+184.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.19% | 593.76%-580.6pp | 425.95%-412.8pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,059 | $4,650-55.7% | $3,674-44.0% | $4,299-52.1% |
| Participant deferral / active EE | $10,058 | $4,767+111.0% | $4,083+146.4% | $6,507+54.6% |
| Admin fee / account holder | $33,064 | $6,918+377.9% | $6,065+445.2% | $12,624+161.9% |