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 | $420,982 | $102,382+311.2% | $147,005+186.4% | $80,874+420.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.08% | 134.89%-119.8pp | 418.76%-403.7pp | 35.62%-20.5pp |
| Employer contribution / active EE | $23,084 | $3,715+521.4% | $4,934+367.8% | $2,756+737.7% |
| Participant deferral / active EE | $20,911 | $6,646+214.6% | $8,070+159.1% | $4,297+386.7% |
| Admin fee / account holder | $18,409 | $7,942+131.8% | $13,006+41.5% | $6,935+165.4% |