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 | $259,607 | $104,907+147.5% | $84,611+206.8% | $152,861+69.8% |
| Participation rate | 90.0% | 74.8%+15.2pp | 68.2%+21.8pp | 82.4%+7.6pp |
| Annual return | 21.04% | 373.79%-352.7pp | 258.74%-237.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $7,966 | $3,302+141.3% | $2,652+200.4% | $4,762+67.3% |
| Participant deferral / active EE | $6,278 | $4,688+33.9% | $3,899+61.0% | $5,850+7.3% |
| Admin fee / account holder | $11,994 | $6,241+92.2% | $4,912+144.2% | $11,596+3.4% |