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 | $332,271 | $104,907+216.7% | $84,611+292.7% | $152,861+117.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.24% | 373.79%-354.5pp | 258.74%-239.5pp | 345.32%-326.1pp |
| Employer contribution / active EE | $20,319 | $3,302+515.4% | $2,652+666.1% | $4,762+326.7% |
| Participant deferral / active EE | $13,313 | $4,688+184.0% | $3,899+241.5% | $5,850+127.6% |
| Admin fee / account holder | $3,864 | $6,241-38.1% | $4,912-21.3% | $11,596-66.7% |