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 | $303,940 | $72,400+319.8% | $67,502+350.3% | $145,922+108.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.18% | 7182.46%-7169.3pp | 3512.12%-3498.9pp | 561.29%-548.1pp |
| Employer contribution / active EE | $6,436 | $3,069+109.7% | $2,731+135.7% | $4,660+38.1% |
| Participant deferral / active EE | $31,196 | $4,783+552.2% | $4,000+679.9% | $6,688+366.5% |
| Admin fee / account holder | $7,268 | $5,539+31.2% | $3,998+81.8% | $13,397-45.7% |