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 | $306,703 | $109,817+179.3% | $98,442+211.6% | $167,490+83.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.82% | 1956.69%-1946.9pp | 1492.73%-1482.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $6,000 | $3,224+86.1% | $2,960+102.7% | $4,837+24.0% |
| Participant deferral / active EE | $5,400 | $4,673+15.6% | $4,276+26.3% | $6,341-14.8% |
| Admin fee / account holder | $4,218 | $6,753-37.5% | $5,949-29.1% | $12,309-65.7% |