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 | $280,333 | $90,348+210.3% | $75,972+269.0% | $145,922+92.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.42% | 620.88%-605.5pp | 359.55%-344.1pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,894 | $3,311+17.6% | $2,685+45.0% | $4,660-16.4% |
| Participant deferral / active EE | $4,462 | $5,162-13.5% | $4,255+4.9% | $6,688-33.3% |
| Admin fee / account holder | $321 | $8,467-96.2% | $6,467-95.0% | $13,397-97.6% |