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 | $565,980 | $109,817+415.4% | $98,442+474.9% | $167,490+237.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.38% | 1956.69%-1939.3pp | 1492.73%-1475.3pp | 478.56%-461.2pp |
| Employer contribution / active EE | $15,567 | $3,224+382.9% | $2,960+426.0% | $4,837+221.8% |
| Participant deferral / active EE | $10,525 | $4,673+125.2% | $4,276+146.1% | $6,341+66.0% |
| Admin fee / account holder | $4,183 | $6,753-38.0% | $5,949-29.7% | $12,309-66.0% |