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 | $321,730 | $158,398+103.1% | $126,539+154.3% | $142,382+126.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.21% | 593.76%-583.6pp | 425.95%-415.7pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,625 | $4,650-65.1% | $3,674-55.8% | $4,299-62.2% |
| Participant deferral / active EE | $12,138 | $4,767+154.6% | $4,083+197.3% | $6,507+86.5% |
| Admin fee / account holder | $13,119 | $6,918+89.6% | $6,065+116.3% | $12,624+3.9% |