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 | $326,968 | $90,348+261.9% | $75,972+330.4% | $145,922+124.1% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 16.53% | 620.88%-604.3pp | 359.55%-343.0pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,508 | $3,311-24.3% | $2,685-6.6% | $4,660-46.2% |
| Participant deferral / active EE | $9,075 | $5,162+75.8% | $4,255+113.3% | $6,688+35.7% |
| Admin fee / account holder | $625 | $8,467-92.6% | $6,467-90.3% | $13,397-95.3% |