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 | $329,911 | $70,756+366.3% | $65,493+403.7% | $142,382+131.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.46% | 1754.89%-1739.4pp | 982.45%-967.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $23,520 | $2,881+716.5% | $2,574+813.7% | $4,299+447.1% |
| Participant deferral / active EE | $9,953 | $4,637+114.6% | $3,961+151.3% | $6,507+53.0% |
| Admin fee / account holder | $19,118 | $6,559+191.5% | $5,028+280.2% | $12,624+51.4% |