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 | $286,533 | $97,757+193.1% | $83,848+241.7% | $135,375+111.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 10.22% | 1287.37%-1277.1pp | 850.88%-840.7pp | 519.73%-509.5pp |
| Employer contribution / active EE | $2,717 | $4,222-35.6% | $3,631-25.2% | $4,779-43.1% |
| Participant deferral / active EE | $7,605 | $4,682+62.4% | $4,082+86.3% | $5,609+35.6% |
| Admin fee / account holder | $560 | $6,674-91.6% | $5,478-89.8% | $10,827-94.8% |