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 3-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 | $260,452 | $150,440+73.1% | $136,294+91.1% | $147,584+76.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 43.03% | 1049.08%-1006.0pp | 5155.94%-5112.9pp | 578.55%-535.5pp |
| Employer contribution / active EE | $3,433 | $5,256-34.7% | $4,695-26.9% | $4,876-29.6% |
| Participant deferral / active EE | $10,007 | $6,630+50.9% | $6,247+60.2% | $5,439+84.0% |
| Admin fee / account holder | $3,750 | $10,905-65.6% | $9,243-59.4% | $10,885-65.5% |