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 | $280,953 | $88,751+216.6% | $81,812+243.4% | $145,922+92.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.34% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $17,154 | $3,083+456.3% | $2,912+489.0% | $4,660+268.1% |
| Participant deferral / active EE | $10,648 | $4,643+129.3% | $4,319+146.6% | $6,688+59.2% |
| Admin fee / account holder | $3,487 | $8,415-58.6% | $7,386-52.8% | $13,397-74.0% |