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 | $261,818 | $88,710+195.1% | $81,783+220.1% | $145,959+79.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 30.03% | 1027.26%-997.2pp | 775.05%-745.0pp | 561.95%-531.9pp |
| Employer contribution / active EE | $621 | $3,083-79.9% | $2,913-78.7% | $4,661-86.7% |
| Participant deferral / active EE | $6,208 | $4,645+33.6% | $4,320+43.7% | $6,689-7.2% |
| Admin fee / account holder | $22,669 | $8,407+169.6% | $7,380+207.2% | $13,398+69.2% |