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 | $279,430 | $109,817+154.5% | $98,442+183.9% | $167,490+66.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.05% | 1956.69%-1945.6pp | 1492.73%-1481.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $8,030 | $3,224+149.1% | $2,960+171.3% | $4,837+66.0% |
| Participant deferral / active EE | $17,035 | $4,673+264.5% | $4,276+298.4% | $6,341+168.6% |
| Admin fee / account holder | $9,876 | $6,753+46.3% | $5,949+66.0% | $12,309-19.8% |