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 | $271,923 | $96,635+181.4% | $86,612+214.0% | $139,434+95.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.03% | 106.41%-90.4pp | 591.07%-575.0pp | 372.94%-356.9pp |
| Employer contribution / active EE | $7,817 | $3,263+139.6% | $3,022+158.6% | $4,751+64.5% |
| Participant deferral / active EE | $10,699 | $4,836+121.2% | $4,438+141.1% | $6,710+59.4% |
| Admin fee / account holder | $8,015 | $6,408+25.1% | $5,614+42.8% | $11,403-29.7% |