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 | $537,964 | $74,888+618.4% | $71,209+655.5% | $142,382+277.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.68% | 345.14%-331.5pp | 282.51%-268.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,403 | $2,854-50.8% | $2,721-48.4% | $4,299-67.4% |
| Participant deferral / active EE | $6,725 | $4,454+51.0% | $4,175+61.1% | $6,507+3.3% |
| Admin fee / account holder | $30,640 | $5,568+450.3% | $5,349+472.8% | $12,624+142.7% |