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 | $297,509 | $93,024+219.8% | $77,024+286.3% | $134,475+121.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 266.36% | 62.60%+203.8pp | 42.32%+224.0pp | 417.96%-151.6pp |
| Employer contribution / active EE | $4,870 | $3,418+42.5% | $2,812+73.2% | $4,740+2.7% |
| Participant deferral / active EE | $3,821 | $5,238-27.0% | $4,426-13.7% | $6,400-40.3% |
| Admin fee / account holder | $76,570 | $6,944+1002.7% | $5,425+1311.3% | $11,426+570.1% |