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 | $383,858 | $100,852+280.6% | $90,404+324.6% | $158,922+141.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.57% | 1724.20%-1705.6pp | 1293.02%-1274.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $16,139 | $3,689+337.6% | $3,262+394.8% | $4,761+239.0% |
| Participant deferral / active EE | $12,467 | $4,348+186.7% | $3,963+214.6% | $5,982+108.4% |
| Admin fee / account holder | $456 | $6,501-93.0% | $5,611-91.9% | $11,246-95.9% |