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 | $399,071 | $97,757+308.2% | $83,848+375.9% | $135,375+194.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.08% | 1287.37%-1279.3pp | 850.88%-842.8pp | 519.73%-511.6pp |
| Employer contribution / active EE | $9,710 | $4,222+130.0% | $3,631+167.4% | $4,779+103.2% |
| Participant deferral / active EE | $5,214 | $4,682+11.4% | $4,082+27.7% | $5,609-7.0% |
| Admin fee / account holder | $2,942 | $6,674-55.9% | $5,478-46.3% | $10,827-72.8% |