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 | $255,700 | $104,486+144.7% | $76,817+232.9% | $152,861+67.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 22.78% | 1013.37%-990.6pp | 1166.11%-1143.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $506 | $3,116-83.8% | $2,302-78.0% | $4,762-89.4% |
| Participant deferral / active EE | $7,714 | $4,236+82.1% | $3,336+131.2% | $5,850+31.9% |
| Admin fee / account holder | $637 | $12,275-94.8% | $6,420-90.1% | $11,596-94.5% |