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 | $384,518 | $155,788+146.8% | $124,672+208.4% | $167,490+129.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.11% | 17.97%-3.9pp | 5142.93%-5128.8pp | 478.56%-464.4pp |
| Employer contribution / active EE | $4,963 | $4,163+19.2% | $3,324+49.3% | $4,837+2.6% |
| Participant deferral / active EE | $3,850 | $5,673-32.1% | $4,614-16.6% | $6,341-39.3% |
| Admin fee / account holder | $24,138 | $9,531+153.3% | $7,493+222.1% | $12,309+96.1% |