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 | $354,427 | $88,751+299.3% | $81,812+333.2% | $145,922+142.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 10.76% | 1025.40%-1014.6pp | 773.79%-763.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $4,965 | $3,083+61.0% | $2,912+70.5% | $4,660+6.6% |
| Participant deferral / active EE | $7,024 | $4,643+51.3% | $4,319+62.6% | $6,688+5.0% |
| Admin fee / account holder | $13,989 | $8,415+66.2% | $7,386+89.4% | $13,397+4.4% |