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 | $251,137 | $76,785+227.1% | $56,441+345.0% | $145,959+72.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.69% | 3000.51%-2986.8pp | 1704.21%-1690.5pp | 561.95%-548.3pp |
| Employer contribution / active EE | $4,334 | $1,381+213.9% | $1,039+317.1% | $4,661-7.0% |
| Participant deferral / active EE | $5,483 | $2,624+109.0% | $1,953+180.8% | $6,689-18.0% |
| Admin fee / account holder | $1,540 | $3,334-53.8% | $2,829-45.6% | $13,398-88.5% |