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 | $285,357 | $70,606+304.2% | $53,898+429.4% | $142,382+100.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 342.00% | 619.81%-277.8pp | 528.60%-186.6pp | 217.08%+124.9pp |
| Employer contribution / active EE | $1,014 | $1,202-15.6% | $932+8.8% | $4,299-76.4% |
| Participant deferral / active EE | $1,483 | $2,364-37.3% | $1,826-18.8% | $6,507-77.2% |
| Admin fee / account holder | $2,463 | $2,852-13.6% | $2,491-1.1% | $12,624-80.5% |