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 | $711,508 | $159,901+345.0% | $146,958+384.2% | $145,922+387.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.89% | 98.13%-87.2pp | 418.34%-407.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $8,750 | $5,286+65.5% | $4,933+77.4% | $4,660+87.8% |
| Participant deferral / active EE | $21,694 | $8,428+157.4% | $8,070+168.8% | $6,688+224.4% |
| Admin fee / account holder | $4,959 | $15,044-67.0% | $12,998-61.8% | $13,397-63.0% |