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 | $370,400 | $158,398+133.8% | $126,539+192.7% | $142,382+160.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.53% | 593.76%-577.2pp | 425.95%-409.4pp | 217.08%-200.5pp |
| Employer contribution / active EE | $20,184 | $4,650+334.1% | $3,674+449.4% | $4,299+369.5% |
| Participant deferral / active EE | $9,966 | $4,767+109.1% | $4,083+144.1% | $6,507+53.1% |
| Admin fee / account holder | $3,106 | $6,918-55.1% | $6,065-48.8% | $12,624-75.4% |