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 | $426,730 | $109,817+288.6% | $98,442+333.5% | $167,490+154.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.95% | 1956.69%-1940.7pp | 1492.73%-1476.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $25,415 | $3,224+688.3% | $2,960+758.7% | $4,837+425.4% |
| Participant deferral / active EE | $17,159 | $4,673+267.2% | $4,276+301.3% | $6,341+170.6% |
| Admin fee / account holder | $16,684 | $6,753+147.1% | $5,949+180.4% | $12,309+35.5% |