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 | $384,055 | $72,071+432.9% | $68,368+461.7% | $137,256+179.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.49% | 353.14%-335.7pp | 292.57%-275.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $21,345 | $2,788+665.6% | $2,649+705.8% | $4,156+413.6% |
| Participant deferral / active EE | $17,544 | $4,410+297.8% | $4,123+325.5% | $6,407+173.8% |
| Admin fee / account holder | $4,040 | $5,336-24.3% | $5,150-21.6% | $12,270-67.1% |