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 | $362,696 | $109,817+230.3% | $98,442+268.4% | $167,490+116.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 29.74% | 1956.69%-1926.9pp | 1492.73%-1463.0pp | 478.56%-448.8pp |
| Employer contribution / active EE | $2,561 | $3,224-20.6% | $2,960-13.5% | $4,837-47.1% |
| Participant deferral / active EE | $15,126 | $4,673+223.7% | $4,276+253.7% | $6,341+138.5% |
| Admin fee / account holder | $1,417 | $6,753-79.0% | $5,949-76.2% | $12,309-88.5% |