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 | $323,974 | $90,348+258.6% | $75,972+326.4% | $145,922+122.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 13.31% | 620.88%-607.6pp | 359.55%-346.2pp | 561.29%-548.0pp |
| Employer contribution / active EE | $5,206 | $3,311+57.2% | $2,685+93.9% | $4,660+11.7% |
| Participant deferral / active EE | $9,372 | $5,162+81.6% | $4,255+120.2% | $6,688+40.1% |
| Admin fee / account holder | $75,160 | $8,467+787.7% | $6,467+1062.3% | $13,397+461.0% |