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 | $631,603 | $176,662+257.5% | $130,648+383.4% | $152,861+313.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 17.15% | 2692.24%-2675.1pp | 1708.96%-1691.8pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,084 | $5,742-81.1% | $4,092-73.5% | $4,762-77.2% |
| Participant deferral / active EE | $10,428 | $4,361+139.1% | $3,603+189.4% | $5,850+78.3% |
| Admin fee / account holder | $28,592 | $7,133+300.8% | $5,464+423.2% | $11,596+146.6% |