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 | $258,720 | $70,756+265.7% | $65,493+295.0% | $142,382+81.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.27% | 1754.89%-1740.6pp | 982.45%-968.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $10,888 | $2,881+278.0% | $2,574+323.0% | $4,299+153.3% |
| Participant deferral / active EE | $10,872 | $4,637+134.4% | $3,961+174.5% | $6,507+67.1% |
| Admin fee / account holder | $17,156 | $6,559+161.6% | $5,028+241.2% | $12,624+35.9% |