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 | $314,657 | $68,097+362.1% | $62,929+400.0% | $137,256+129.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.28% | 1859.11%-1845.8pp | 1063.93%-1050.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,521 | $2,811-45.9% | $2,505-39.3% | $4,156-63.4% |
| Participant deferral / active EE | $18,658 | $4,553+309.8% | $3,888+379.9% | $6,407+191.2% |
| Admin fee / account holder | $26,143 | $6,521+300.9% | $5,065+416.2% | $12,270+113.1% |