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 | $508,253 | $88,751+472.7% | $81,812+521.2% | $145,922+248.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 46.06% | 1025.40%-979.3pp | 773.79%-727.7pp | 561.29%-515.2pp |
| Employer contribution / active EE | $3,268 | $3,083+6.0% | $2,912+12.2% | $4,660-29.9% |
| Participant deferral / active EE | $2,400 | $4,643-48.3% | $4,319-44.4% | $6,688-64.1% |
| Admin fee / account holder | $4,903 | $8,415-41.7% | $7,386-33.6% | $13,397-63.4% |