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 5-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 | $329,673 | $100,773+227.1% | $88,946+270.6% | $142,382+131.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.19% | 70.18%-51.0pp | 57.82%-38.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $30,000 | $2,918+928.2% | $2,555+1074.2% | $4,299+597.8% |
| Participant deferral / active EE | $31,000 | $5,230+492.7% | $4,581+576.7% | $6,507+376.4% |
| Admin fee / account holder | $1,216 | $9,693-87.5% | $8,261-85.3% | $12,624-90.4% |