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 | $70,756+344.7% | $65,493+380.4% | $142,382+121.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.28% | 1754.89%-1741.6pp | 982.45%-969.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,521 | $2,881-47.2% | $2,574-40.9% | $4,299-64.6% |
| Participant deferral / active EE | $18,658 | $4,637+302.4% | $3,961+371.0% | $6,507+186.7% |
| Admin fee / account holder | $26,143 | $6,559+298.6% | $5,028+419.9% | $12,624+107.1% |