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 | $275,143 | $102,604+168.2% | $86,188+219.2% | $139,434+97.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.63% | 1922.51%-1912.9pp | 1168.45%-1158.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $5,694 | $3,032+87.8% | $2,380+139.2% | $4,751+19.9% |
| Participant deferral / active EE | $11,667 | $4,676+149.5% | $3,985+192.7% | $6,710+73.9% |
| Admin fee / account holder | $2,002 | $8,657-76.9% | $6,852-70.8% | $11,403-82.4% |