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 | $529,464 | $88,751+496.6% | $81,812+547.2% | $145,922+262.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.97% | 1025.40%-1005.4pp | 773.79%-753.8pp | 561.29%-541.3pp |
| Employer contribution / active EE | $6,381 | $3,083+106.9% | $2,912+119.1% | $4,660+36.9% |
| Participant deferral / active EE | $7,897 | $4,643+70.1% | $4,319+82.9% | $6,688+18.1% |
| Admin fee / account holder | $17,556 | $8,415+108.6% | $7,386+137.7% | $13,397+31.0% |