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 | $264,661 | $99,020+167.3% | $86,590+205.6% | $147,584+79.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.09% | 1312.34%-1289.2pp | 964.84%-941.7pp | 578.55%-555.5pp |
| Employer contribution / active EE | $17,396 | $3,132+455.4% | $2,839+512.7% | $4,876+256.7% |
| Participant deferral / active EE | $11,978 | $3,972+201.5% | $3,609+231.9% | $5,439+120.2% |
| Admin fee / account holder | $1,149 | $5,710-79.9% | $4,906-76.6% | $10,885-89.4% |