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 | $254,874 | $104,486+143.9% | $76,817+231.8% | $152,861+66.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 14.23% | 1013.37%-999.1pp | 1166.11%-1151.9pp | 345.32%-331.1pp |
| Employer contribution / active EE | $6,349 | $3,116+103.8% | $2,302+175.8% | $4,762+33.3% |
| Participant deferral / active EE | $8,841 | $4,236+108.7% | $3,336+165.0% | $5,850+51.1% |
| Admin fee / account holder | $4,612 | $12,275-62.4% | $6,420-28.2% | $11,596-60.2% |