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 | $261,308 | $138,065+89.3% | $123,544+111.5% | $135,375+93.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 81.18% | 153.68%-72.5pp | 119.20%-38.0pp | 519.73%-438.6pp |
| Employer contribution / active EE | $12,097 | $5,151+134.8% | $4,628+161.4% | $4,779+153.1% |
| Participant deferral / active EE | $7,090 | $6,799+4.3% | $6,426+10.3% | $5,609+26.4% |
| Admin fee / account holder | $2,757 | $10,916-74.7% | $9,284-70.3% | $10,827-74.5% |