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 8-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 | $252,524 | $155,788+62.1% | $124,672+102.6% | $167,490+50.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 16.98% | 17.97%-1.0pp | 5142.93%-5126.0pp | 478.56%-461.6pp |
| Employer contribution / active EE | $7,740 | $4,163+85.9% | $3,324+132.9% | $4,837+60.0% |
| Participant deferral / active EE | $21,125 | $5,673+272.4% | $4,614+357.8% | $6,341+233.1% |
| Admin fee / account holder | $1,374 | $9,531-85.6% | $7,493-81.7% | $12,309-88.8% |