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 | $267,112 | $83,902+218.4% | $167,512+59.5% | $84,808+215.0% |
| Participation rate | 91.7% | 66.5%+25.2pp | 77.1%+14.6pp | 68.3%+23.4pp |
| Annual return | 14.37% | 91.55%-77.2pp | 1615.79%-1601.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $5,064 | $2,264+123.7% | $3,882+30.5% | $2,631+92.5% |
| Participant deferral / active EE | $16,657 | $4,442+275.0% | $6,405+160.1% | $4,212+295.5% |
| Admin fee / account holder | $42,565 | $7,915+437.8% | $9,769+335.7% | $7,344+479.6% |