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 6-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 | $271,483 | $110,502+145.7% | $80,716+236.3% | $167,490+62.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 20.65% | 120.54%-99.9pp | 87.28%-66.6pp | 478.56%-457.9pp |
| Employer contribution / active EE | $21,180 | $1,543+1273.0% | $1,160+1725.8% | $4,837+337.8% |
| Participant deferral / active EE | $14,857 | $2,871+417.5% | $2,146+592.4% | $6,341+134.3% |
| Admin fee / account holder | $7,400 | $4,545+62.8% | $3,380+118.9% | $12,309-39.9% |