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 | $260,798 | $114,047+128.7% | $96,139+171.3% | $167,490+55.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 37.32% | 189.88%-152.6pp | 191.94%-154.6pp | 478.56%-441.2pp |
| Employer contribution / active EE | $6,601 | $3,427+92.6% | $2,797+136.0% | $4,837+36.5% |
| Participant deferral / active EE | $7,429 | $5,194+43.0% | $4,349+70.8% | $6,341+17.1% |
| Admin fee / account holder | $4,251 | $6,897-38.4% | $5,537-23.2% | $12,309-65.5% |