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 | $325,495 | $109,817+196.4% | $98,442+230.6% | $167,490+94.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 29.38% | 1956.69%-1927.3pp | 1492.73%-1463.3pp | 478.56%-449.2pp |
| Employer contribution / active EE | $15,262 | $3,224+373.4% | $2,960+415.6% | $4,837+215.5% |
| Participant deferral / active EE | $18,630 | $4,673+298.7% | $4,276+335.7% | $6,341+193.8% |
| Admin fee / account holder | $9,999 | $6,753+48.1% | $5,949+68.1% | $12,309-18.8% |