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 | $428,595 | $99,020+332.8% | $86,590+395.0% | $147,584+190.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.00% | 1312.34%-1291.3pp | 964.84%-943.8pp | 578.55%-557.5pp |
| Employer contribution / active EE | $4,328 | $3,132+38.2% | $2,839+52.4% | $4,876-11.2% |
| Participant deferral / active EE | $9,295 | $3,972+134.0% | $3,609+157.6% | $5,439+70.9% |
| Admin fee / account holder | $10,886 | $5,710+90.6% | $4,906+121.9% | $10,8850% |