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 | $324,756 | $99,079+227.8% | $77,999+316.4% | $273,961+18.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 2.40% | 217.93%-215.5pp | 425.96%-423.6pp | 41.45%-39.1pp |
| Employer contribution / active EE | $24,737 | $3,308+647.9% | $2,470+901.5% | $4,869+408.1% |
| Participant deferral / active EE | $16,000 | $4,306+271.6% | $3,497+357.6% | $5,287+202.6% |
| Admin fee / account holder | $310 | $8,954-96.5% | $5,480-94.3% | $10,132-96.9% |