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 | $288,161 | $99,020+191.0% | $86,590+232.8% | $147,584+95.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.99% | 1312.34%-1300.3pp | 964.84%-952.9pp | 578.55%-566.6pp |
| Employer contribution / active EE | $7,237 | $3,132+131.1% | $2,839+154.9% | $4,876+48.4% |
| Participant deferral / active EE | $5,146 | $3,972+29.5% | $3,609+42.6% | $5,439-5.4% |
| Admin fee / account holder | $28,407 | $5,710+397.5% | $4,906+479.1% | $10,885+161.0% |