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 | $353,468 | $156,846+125.4% | $121,098+191.9% | $139,434+153.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.26% | 1474.56%-1463.3pp | 985.75%-974.5pp | 372.94%-361.7pp |
| Employer contribution / active EE | $6,335 | $5,536+14.4% | $4,164+52.1% | $4,751+33.3% |
| Participant deferral / active EE | $12,635 | $4,844+160.8% | $4,080+209.7% | $6,710+88.3% |
| Admin fee / account holder | $3,135 | $6,946-54.9% | $5,644-44.5% | $11,403-72.5% |