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 | $386,972 | $88,751+336.0% | $81,812+373.0% | $145,922+165.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.47% | 1025.40%-1011.9pp | 773.79%-760.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $403 | $3,083-86.9% | $2,912-86.2% | $4,660-91.4% |
| Participant deferral / active EE | $3,000 | $4,643-35.4% | $4,319-30.5% | $6,688-55.1% |
| Admin fee / account holder | $1,827 | $8,415-78.3% | $7,386-75.3% | $13,397-86.4% |