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 | $260,894 | $100,852+158.7% | $90,404+188.6% | $158,922+64.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.01% | 1724.20%-1713.2pp | 1293.02%-1282.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $16,237 | $3,689+340.2% | $3,262+397.8% | $4,761+241.0% |
| Participant deferral / active EE | $8,582 | $4,348+97.4% | $3,963+116.5% | $5,982+43.5% |
| Admin fee / account holder | $103,976 | $6,501+1499.4% | $5,611+1753.1% | $11,246+824.6% |