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 | $406,827 | $100,852+303.4% | $90,404+350.0% | $158,922+156.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.18% | 1724.20%-1700.0pp | 1293.02%-1268.8pp | 302.83%-278.6pp |
| Employer contribution / active EE | $4,500 | $3,689+22.0% | $3,262+38.0% | $4,761-5.5% |
| Participant deferral / active EE | $10,729 | $4,348+146.8% | $3,963+170.7% | $5,982+79.3% |
| Admin fee / account holder | $10,258 | $6,501+57.8% | $5,611+82.8% | $11,246-8.8% |