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 | $356,545 | $99,020+260.1% | $86,590+311.8% | $147,584+141.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.03% | 1312.34%-1301.3pp | 964.84%-953.8pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,751 | $3,132-44.1% | $2,839-38.3% | $4,876-64.1% |
| Participant deferral / active EE | $6,727 | $3,972+69.3% | $3,609+86.4% | $5,439+23.7% |
| Admin fee / account holder | $600 | $5,710-89.5% | $4,906-87.8% | $10,885-94.5% |