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 | $253,951 | $96,305+163.7% | $80,569+215.2% | $139,434+82.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.77% | 1350.08%-1327.3pp | 935.43%-912.7pp | 372.94%-350.2pp |
| Employer contribution / active EE | $2,725 | $3,262-16.5% | $2,723+0.1% | $4,751-42.6% |
| Participant deferral / active EE | $8,803 | $5,232+68.3% | $4,447+97.9% | $6,710+31.2% |
| Admin fee / account holder | $4,745 | $6,599-28.1% | $5,377-11.7% | $11,403-58.4% |