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 | $589,173 | $114,047+416.6% | $96,139+512.8% | $167,490+251.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.34% | 189.88%-177.5pp | 191.94%-179.6pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,110 | $3,427-67.6% | $2,797-60.3% | $4,837-77.1% |
| Participant deferral / active EE | $26,000 | $5,194+400.6% | $4,349+497.9% | $6,341+310.0% |
| Admin fee / account holder | $1,970 | $6,897-71.4% | $5,537-64.4% | $12,309-84.0% |