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 | $280,306 | $105,998+164.4% | $92,233+203.9% | $147,584+89.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.42% | 50.05%-36.6pp | 176.28%-162.9pp | 578.55%-565.1pp |
| Employer contribution / active EE | $13,476 | $4,333+211.0% | $3,679+266.3% | $4,876+176.4% |
| Participant deferral / active EE | $13,563 | $4,478+202.9% | $3,897+248.1% | $5,439+149.4% |
| Admin fee / account holder | $1,044 | $6,332-83.5% | $5,194-79.9% | $10,885-90.4% |