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 | $296,197 | $106,890+177.1% | $84,015+252.6% | $152,861+93.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.26% | 104.99%-82.7pp | 71.31%-49.0pp | 345.32%-323.1pp |
| Employer contribution / active EE | $37,000 | $2,734+1253.2% | $1,983+1765.4% | $4,762+676.9% |
| Participant deferral / active EE | $19,000 | $4,011+373.7% | $3,239+486.7% | $5,850+224.8% |
| Admin fee / account holder | $31,782 | $8,285+283.6% | $6,101+421.0% | $11,596+174.1% |