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 | $288,488 | $104,486+176.1% | $76,817+275.6% | $152,861+88.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 28.36% | 1013.37%-985.0pp | 1166.11%-1137.7pp | 345.32%-317.0pp |
| Employer contribution / active EE | $8,736 | $3,116+180.4% | $2,302+279.5% | $4,762+83.4% |
| Participant deferral / active EE | $6,056 | $4,236+43.0% | $3,336+81.5% | $5,850+3.5% |
| Admin fee / account holder | $5,966 | $12,275-51.4% | $6,420-7.1% | $11,596-48.6% |