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 | $368,917 | $109,817+235.9% | $98,442+274.8% | $167,490+120.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.44% | 1956.69%-1940.2pp | 1492.73%-1476.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,146 | $3,224-64.4% | $2,960-61.3% | $4,837-76.3% |
| Participant deferral / active EE | $8,760 | $4,673+87.5% | $4,276+104.9% | $6,341+38.1% |
| Admin fee / account holder | $3,537 | $6,753-47.6% | $5,949-40.5% | $12,309-71.3% |