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 | $253,900 | $100,852+151.8% | $90,404+180.9% | $158,922+59.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.50% | 1724.20%-1716.7pp | 1293.02%-1285.5pp | 302.83%-295.3pp |
| Employer contribution / active EE | $10,661 | $3,689+189.0% | $3,262+226.8% | $4,761+123.9% |
| Participant deferral / active EE | $7,830 | $4,348+80.1% | $3,963+97.6% | $5,982+30.9% |
| Admin fee / account holder | $4,780 | $6,501-26.5% | $5,611-14.8% | $11,246-57.5% |