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 | $430,923 | $90,348+377.0% | $75,972+467.2% | $145,922+195.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 22.36% | 620.88%-598.5pp | 359.55%-337.2pp | 561.29%-538.9pp |
| Employer contribution / active EE | $3,315 | $3,311+0.1% | $2,685+23.5% | $4,660-28.9% |
| Participant deferral / active EE | $6,140 | $5,162+18.9% | $4,255+44.3% | $6,688-8.2% |
| Admin fee / account holder | $3,641 | $8,467-57.0% | $6,467-43.7% | $13,397-72.8% |