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 | $324,524 | $104,907+209.3% | $84,611+283.5% | $152,861+112.3% |
| Participation rate | 92.9% | 74.8%+18.0pp | 68.2%+24.6pp | 82.4%+10.4pp |
| Annual return | 25.49% | 373.79%-348.3pp | 258.74%-233.3pp | 345.32%-319.8pp |
| Employer contribution / active EE | $8,467 | $3,302+156.5% | $2,652+219.3% | $4,762+77.8% |
| Participant deferral / active EE | $11,900 | $4,688+153.9% | $3,899+205.2% | $5,850+103.4% |
| Admin fee / account holder | $1,297 | $6,241-79.2% | $4,912-73.6% | $11,596-88.8% |