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 | $277,580 | $63,861+334.7% | $104,607+165.4% | $79,858+247.6% |
| Participation rate | 97.4% | 64.9%+32.5pp | 74.1%+23.4pp | 69.6%+27.8pp |
| Annual return | 238.35% | 21.30%+217.0pp | 340.46%-102.1pp | 31.71%+206.6pp |
| Employer contribution / active EE | $3,127 | $1,588+96.9% | $2,681+16.7% | $2,471+26.6% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $641 | $4,185-84.7% | $6,473-90.1% | $5,306-87.9% |