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 5-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 | $322,564 | $88,751+263.4% | $81,812+294.3% | $145,922+121.1% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 15.71% | 1025.40%-1009.7pp | 773.79%-758.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $4,643-100.0% | $4,319-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,384 | $8,415-83.6% | $7,386-81.3% | $13,397-89.7% |