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 | $334,462 | $137,414+143.4% | $189,513+76.5% | $85,850+289.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.79% | 38.14%-22.4pp | 555.15%-539.4pp | 318.53%-302.7pp |
| Employer contribution / active EE | $13,883 | $4,344+219.6% | $6,162+125.3% | $2,565+441.2% |
| Participant deferral / active EE | $15,769 | $6,260+151.9% | $8,221+91.8% | $3,952+299.0% |
| Admin fee / account holder | $2,212 | $8,630-74.4% | $12,045-81.6% | $6,260-64.7% |