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 | $301,603 | $105,998+184.5% | $92,233+227.0% | $147,584+104.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.49% | 50.05%-32.6pp | 176.28%-158.8pp | 578.55%-561.1pp |
| Employer contribution / active EE | $22,497 | $4,333+419.2% | $3,679+511.4% | $4,876+361.4% |
| Participant deferral / active EE | $15,437 | $4,478+244.7% | $3,897+296.2% | $5,439+183.8% |
| Admin fee / account holder | $3,312 | $6,332-47.7% | $5,194-36.2% | $10,885-69.6% |