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 | $381,432 | $135,635+181.2% | $110,238+246.0% | $135,375+181.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.16% | 513.19%-510.0pp | 314.74%-311.6pp | 519.73%-516.6pp |
| Employer contribution / active EE | $17,639 | $4,906+259.5% | $3,826+361.0% | $4,779+269.1% |
| Participant deferral / active EE | $13,387 | $5,506+143.1% | $4,672+186.5% | $5,609+138.7% |
| Admin fee / account holder | $53,355 | $11,457+365.7% | $8,547+524.2% | $10,827+392.8% |