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 | $367,067 | $150,440+144.0% | $136,294+169.3% | $147,584+148.7% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 23.02% | 1049.08%-1026.1pp | 5155.94%-5132.9pp | 578.55%-555.5pp |
| Employer contribution / active EE | $1,814 | $5,256-65.5% | $4,695-61.4% | $4,876-62.8% |
| Participant deferral / active EE | $7,702 | $6,630+16.2% | $6,247+23.3% | $5,439+41.6% |
| Admin fee / account holder | $4,372 | $10,905-59.9% | $9,243-52.7% | $10,885-59.8% |