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 6-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 | $446,828 | $156,846+184.9% | $121,098+269.0% | $139,434+220.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 44.64% | 1474.56%-1429.9pp | 985.75%-941.1pp | 372.94%-328.3pp |
| Employer contribution / active EE | $26,083 | $5,536+371.2% | $4,164+526.4% | $4,751+449.0% |
| Participant deferral / active EE | $14,067 | $4,844+190.4% | $4,080+244.8% | $6,710+109.6% |
| Admin fee / account holder | $4,843 | $6,946-30.3% | $5,644-14.2% | $11,403-57.5% |