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 | $329,757 | $158,398+108.2% | $126,539+160.6% | $142,382+131.6% |
| Participation rate | 90.0% | 75.8%+14.2pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 13.79% | 593.76%-580.0pp | 425.95%-412.2pp | 217.08%-203.3pp |
| Employer contribution / active EE | $14,354 | $4,650+208.7% | $3,674+290.7% | $4,299+233.9% |
| Participant deferral / active EE | $10,850 | $4,767+127.6% | $4,083+165.8% | $6,507+66.7% |
| Admin fee / account holder | $49,473 | $6,918+615.1% | $6,065+715.8% | $12,624+291.9% |