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 | $345,861 | $185,200+86.7% | $142,863+142.1% | $167,490+106.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.42% | 8555.70%-8541.3pp | 5637.54%-5623.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $15,930 | $5,604+184.3% | $4,144+284.4% | $4,837+229.3% |
| Participant deferral / active EE | $4,875 | $4,494+8.5% | $3,837+27.0% | $6,341-23.1% |
| Admin fee / account holder | $4,377 | $8,031-45.5% | $6,560-33.3% | $12,309-64.4% |