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 | $393,399 | $106,890+268.0% | $84,015+368.2% | $152,861+157.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 26.66% | 104.99%-78.3pp | 71.31%-44.6pp | 345.32%-318.7pp |
| Employer contribution / active EE | $3,161 | $2,734+15.6% | $1,983+59.4% | $4,762-33.6% |
| Participant deferral / active EE | $9,587 | $4,011+139.0% | $3,239+196.0% | $5,850+63.9% |
| Admin fee / account holder | $18,228 | $8,285+120.0% | $6,101+198.8% | $11,596+57.2% |