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 9-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 | $281,321 | $76,785+266.4% | $56,441+398.4% | $145,959+92.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.30% | 3000.51%-2985.2pp | 1704.21%-1688.9pp | 561.95%-546.6pp |
| Employer contribution / active EE | $5,640 | $1,381+308.5% | $1,039+442.8% | $4,661+21.0% |
| Participant deferral / active EE | $15,498 | $2,624+490.7% | $1,953+693.6% | $6,689+131.7% |
| Admin fee / account holder | $3,192 | $3,334-4.3% | $2,829+12.8% | $13,398-76.2% |