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 | $270,701 | $99,020+173.4% | $86,590+212.6% | $147,584+83.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 173.31% | 1312.34%-1139.0pp | 964.84%-791.5pp | 578.55%-405.2pp |
| Employer contribution / active EE | $16,442 | $3,132+425.0% | $2,839+479.1% | $4,876+237.2% |
| Participant deferral / active EE | $9,336 | $3,972+135.0% | $3,609+158.7% | $5,439+71.7% |
| Admin fee / account holder | $1,488 | $5,710-73.9% | $4,906-69.7% | $10,885-86.3% |