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 | $364,659 | $210,648+73.1% | $177,989+104.9% | $145,922+149.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.44% | 385.86%-377.4pp | 294.48%-286.0pp | 561.29%-552.8pp |
| Employer contribution / active EE | $13,180 | $4,565+188.8% | $3,949+233.8% | $4,660+182.9% |
| Participant deferral / active EE | $6,031 | $6,958-13.3% | $6,276-3.9% | $6,688-9.8% |
| Admin fee / account holder | $48,902 | $12,013+307.1% | $10,363+371.9% | $13,397+265.0% |