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 | $407,561 | $102,604+297.2% | $86,188+372.9% | $139,434+192.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.59% | 1922.51%-1906.9pp | 1168.45%-1152.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $3,997 | $3,032+31.8% | $2,380+67.9% | $4,751-15.9% |
| Participant deferral / active EE | $12,955 | $4,676+177.1% | $3,985+225.1% | $6,710+93.1% |
| Admin fee / account holder | $22,767 | $8,657+163.0% | $6,852+232.3% | $11,403+99.7% |