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 8-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 | $313,647 | $88,751+253.4% | $81,812+283.4% | $145,922+114.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.72% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $20,432 | $3,083+562.7% | $2,912+601.6% | $4,660+338.5% |
| Participant deferral / active EE | $10,731 | $4,643+131.1% | $4,319+148.5% | $6,688+60.5% |
| Admin fee / account holder | $4,089 | $8,415-51.4% | $7,386-44.6% | $13,397-69.5% |