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 | $274,041 | $165,912+65.2% | $122,332+124.0% | $147,584+85.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 24.67% | 34.55%-9.9pp | 30.27%-5.6pp | 578.55%-553.9pp |
| Employer contribution / active EE | $16,200 | $5,754+181.5% | $4,050+300.0% | $4,876+232.2% |
| Participant deferral / active EE | $21,000 | $4,005+424.3% | $3,287+538.9% | $5,439+286.1% |
| Admin fee / account holder | $3,373 | $7,424-54.6% | $5,478-38.4% | $10,885-69.0% |