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 | $329,940 | $109,817+200.4% | $98,442+235.2% | $167,490+97.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.14% | 1956.69%-1937.5pp | 1492.73%-1473.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $7,506 | $3,224+132.8% | $2,960+153.6% | $4,837+55.2% |
| Participant deferral / active EE | $17,389 | $4,673+272.1% | $4,276+306.6% | $6,341+174.2% |
| Admin fee / account holder | $481 | $6,753-92.9% | $5,949-91.9% | $12,309-96.1% |