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 | $317,015 | $102,604+209.0% | $86,188+267.8% | $139,434+127.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.83% | 1922.51%-1900.7pp | 1168.45%-1146.6pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,147 | $3,032-29.2% | $2,380-9.8% | $4,751-54.8% |
| Participant deferral / active EE | $19,185 | $4,676+310.3% | $3,985+381.4% | $6,710+185.9% |
| Admin fee / account holder | $1,095 | $8,657-87.3% | $6,852-84.0% | $11,403-90.4% |