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 | $375,384 | $100,852+272.2% | $90,404+315.2% | $158,922+136.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.67% | 1724.20%-1700.5pp | 1293.02%-1269.3pp | 302.83%-279.2pp |
| Employer contribution / active EE | $16,535 | $3,689+348.3% | $3,262+406.9% | $4,761+247.3% |
| Participant deferral / active EE | $10,726 | $4,348+146.7% | $3,963+170.6% | $5,982+79.3% |
| Admin fee / account holder | $1,609 | $6,501-75.3% | $5,611-71.3% | $11,246-85.7% |