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 | $263,791 | $155,788+69.3% | $124,672+111.6% | $167,490+57.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 10.77% | 17.97%-7.2pp | 5142.93%-5132.2pp | 478.56%-467.8pp |
| Employer contribution / active EE | $6,492 | $4,163+55.9% | $3,324+95.3% | $4,837+34.2% |
| Participant deferral / active EE | $11,916 | $5,673+110.0% | $4,614+158.2% | $6,341+87.9% |
| Admin fee / account holder | $1,208 | $9,531-87.3% | $7,493-83.9% | $12,309-90.2% |