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 | $254,092 | $70,606+259.9% | $53,898+371.4% | $142,382+78.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.79% | 619.81%-605.0pp | 528.60%-513.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $8,870 | $1,202+637.9% | $932+851.6% | $4,299+106.3% |
| Participant deferral / active EE | $13,650 | $2,364+477.4% | $1,826+647.4% | $6,507+109.8% |
| Admin fee / account holder | $4,426 | $2,852+55.2% | $2,491+77.7% | $12,624-64.9% |