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 | $360,836 | $97,757+269.1% | $83,848+330.3% | $135,375+166.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.69% | 1287.37%-1280.7pp | 850.88%-844.2pp | 519.73%-513.0pp |
| Employer contribution / active EE | $31,293 | $4,222+641.3% | $3,631+761.9% | $4,779+554.8% |
| Participant deferral / active EE | $15,232 | $4,682+225.3% | $4,082+273.2% | $5,609+171.6% |
| Admin fee / account holder | $1,916 | $6,674-71.3% | $5,478-65.0% | $10,827-82.3% |