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 | $298,765 | $90,348+230.7% | $75,972+293.3% | $145,922+104.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.14% | 620.88%-606.7pp | 359.55%-345.4pp | 561.29%-547.1pp |
| Employer contribution / active EE | $28,433 | $3,311+758.7% | $2,685+959.0% | $4,660+510.2% |
| Participant deferral / active EE | $21,250 | $5,162+311.7% | $4,255+399.4% | $6,688+217.7% |
| Admin fee / account holder | $3,631 | $8,467-57.1% | $6,467-43.8% | $13,397-72.9% |