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 | $330,728 | $107,334+208.1% | $92,893+256.0% | $152,861+116.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 61.49% | 145.58%-84.1pp | 109.41%-47.9pp | 345.32%-283.8pp |
| Employer contribution / active EE | $8,250 | $4,221+95.5% | $3,653+125.9% | $4,762+73.2% |
| Participant deferral / active EE | $7,152 | $4,845+47.6% | $4,236+68.8% | $5,850+22.3% |
| Admin fee / account holder | $845 | $7,079-88.1% | $5,794-85.4% | $11,596-92.7% |