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 | $262,516 | $70,756+271.0% | $65,493+300.8% | $142,382+84.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.80% | 1754.89%-1736.1pp | 982.45%-963.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $5,310 | $2,881+84.3% | $2,574+106.3% | $4,299+23.5% |
| Participant deferral / active EE | $17,499 | $4,637+277.3% | $3,961+341.8% | $6,507+168.9% |
| Admin fee / account holder | $1,294 | $6,559-80.3% | $5,028-74.3% | $12,624-89.8% |