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 | $433,268 | $101,283+327.8% | $75,826+471.4% | $135,375+220.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | 5.54% | 3384.62%-3379.1pp | 1914.15%-1908.6pp | 519.73%-514.2pp |
| Employer contribution / active EE | $6,200 | $2,382+160.3% | $1,913+224.0% | $4,779+29.7% |
| Participant deferral / active EE | $8,600 | $3,469+147.9% | $2,862+200.4% | $5,609+53.3% |
| Admin fee / account holder | $9,819 | $6,539+50.2% | $4,726+107.8% | $10,827-9.3% |