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 | $1,173,523 | $88,751+1222.3% | $81,812+1334.4% | $145,922+704.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.92% | 1025.40%-999.5pp | 773.79%-747.9pp | 561.29%-535.4pp |
| Employer contribution / active EE | $912 | $3,083-70.4% | $2,912-68.7% | $4,660-80.4% |
| Participant deferral / active EE | $15,610 | $4,643+236.2% | $4,319+261.5% | $6,688+133.4% |
| Admin fee / account holder | $5,212 | $8,415-38.1% | $7,386-29.4% | $13,397-61.1% |