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 | $739,275 | $150,440+391.4% | $136,294+442.4% | $147,584+400.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.73% | 1049.08%-1024.4pp | 5155.94%-5131.2pp | 578.55%-553.8pp |
| Employer contribution / active EE | $22,500 | $5,256+328.1% | $4,695+379.2% | $4,876+361.4% |
| Participant deferral / active EE | $13,100 | $6,630+97.6% | $6,247+109.7% | $5,439+140.9% |
| Admin fee / account holder | $4,134 | $10,905-62.1% | $9,243-55.3% | $10,885-62.0% |