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 | $320,021 | $30,400+952.7% | $53,898+493.8% | $84,808+277.3% |
| Participation rate | 77.8% | 46.4%+31.3pp | 55.0%+22.8pp | 68.3%+9.5pp |
| Annual return | 95.78% | 500.19%-404.4pp | 528.60%-432.8pp | 40.90%+54.9pp |
| Employer contribution / active EE | $1,168 | $603+93.8% | $932+25.3% | $2,631-55.6% |
| Participant deferral / active EE | $2,741 | $1,199+128.7% | $1,826+50.1% | $4,212-34.9% |
| Admin fee / account holder | $4,765 | $1,993+139.0% | $2,491+91.3% | $7,344-35.1% |