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 | $408,973 | $109,982+271.9% | $97,226+320.6% | $145,922+180.3% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 17.63% | 242.90%-225.3pp | 75.13%-57.5pp | 561.29%-543.7pp |
| Employer contribution / active EE | $10,668 | $3,084+245.9% | $2,729+290.9% | $4,660+128.9% |
| Participant deferral / active EE | $15,614 | $4,676+233.9% | $4,264+266.2% | $6,688+133.5% |
| Admin fee / account holder | $14,422 | $6,221+131.8% | $5,654+155.1% | $13,397+7.6% |