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 | $318,738 | $72,400+340.2% | $67,502+372.2% | $145,922+118.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.22% | 7182.46%-7166.2pp | 3512.12%-3495.9pp | 561.29%-545.1pp |
| Employer contribution / active EE | $11,096 | $3,069+261.5% | $2,731+306.3% | $4,660+138.1% |
| Participant deferral / active EE | $7,402 | $4,783+54.8% | $4,000+85.1% | $6,688+10.7% |
| Admin fee / account holder | $2,102 | $5,539-62.0% | $3,998-47.4% | $13,397-84.3% |