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 | $620,403 | $76,738+708.5% | $56,411+999.8% | $145,922+325.2% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 12.74% | 2994.23%-2981.5pp | 1701.33%-1688.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,852 | $1,380+179.2% | $1,039+270.9% | $4,660-17.3% |
| Participant deferral / active EE | $8,632 | $2,623+229.2% | $1,952+342.3% | $6,688+29.1% |
| Admin fee / account holder | $1,740 | $3,334-47.8% | $2,829-38.5% | $13,397-87.0% |