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 | $526,120 | $90,348+482.3% | $75,972+592.5% | $145,922+260.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.47% | 620.88%-605.4pp | 359.55%-344.1pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,874 | $3,311-43.4% | $2,685-30.2% | $4,660-59.8% |
| Participant deferral / active EE | $6,116 | $5,162+18.5% | $4,255+43.7% | $6,688-8.6% |
| Admin fee / account holder | $20,434 | $8,467+141.3% | $6,467+216.0% | $13,397+52.5% |