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 8-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 | $250,069 | $96,305+159.7% | $80,569+210.4% | $139,434+79.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 49.98% | 1350.08%-1300.1pp | 935.43%-885.4pp | 372.94%-323.0pp |
| Employer contribution / active EE | $1,665 | $3,262-49.0% | $2,723-38.9% | $4,751-65.0% |
| Participant deferral / active EE | $8,279 | $5,232+58.2% | $4,447+86.1% | $6,710+23.4% |
| Admin fee / account holder | $429 | $6,599-93.5% | $5,377-92.0% | $11,403-96.2% |