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 | $393,614 | $100,852+290.3% | $90,404+335.4% | $158,922+147.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.96% | 1724.20%-1708.2pp | 1293.02%-1277.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,001 | $3,689-18.6% | $3,262-8.0% | $4,761-37.0% |
| Participant deferral / active EE | $10,218 | $4,348+135.0% | $3,963+157.8% | $5,982+70.8% |
| Admin fee / account holder | $413 | $6,501-93.6% | $5,611-92.6% | $11,246-96.3% |