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 5-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 | $281,884 | $156,846+79.7% | $121,098+132.8% | $139,434+102.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.80% | 1474.56%-1462.8pp | 985.75%-973.9pp | 372.94%-361.1pp |
| Employer contribution / active EE | $19,800 | $5,536+257.7% | $4,164+375.5% | $4,751+316.8% |
| Participant deferral / active EE | $25,000 | $4,844+416.1% | $4,080+512.8% | $6,710+272.6% |
| Admin fee / account holder | $1,901 | $6,946-72.6% | $5,644-66.3% | $11,403-83.3% |