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 | $333,307 | $88,751+275.6% | $81,812+307.4% | $145,922+128.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.62% | 1025.40%-1010.8pp | 773.79%-759.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $6,593 | $3,083+113.8% | $2,912+126.4% | $4,660+41.5% |
| Participant deferral / active EE | $20,804 | $4,643+348.1% | $4,319+381.7% | $6,688+211.1% |
| Admin fee / account holder | $1,265 | $8,415-85.0% | $7,386-82.9% | $13,397-90.6% |