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 | $267,306 | $100,852+165.0% | $90,404+195.7% | $158,922+68.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.68% | 1724.20%-1701.5pp | 1293.02%-1270.3pp | 302.83%-280.1pp |
| Employer contribution / active EE | $31,150 | $3,689+744.5% | $3,262+854.9% | $4,761+554.3% |
| Participant deferral / active EE | $19,500 | $4,348+348.5% | $3,963+392.0% | $5,982+226.0% |
| Admin fee / account holder | $1,121 | $6,501-82.8% | $5,611-80.0% | $11,246-90.0% |