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 | $342,571 | $159,901+114.2% | $146,958+133.1% | $145,922+134.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.34% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,878 | $5,286-26.6% | $4,933-21.4% | $4,660-16.8% |
| Participant deferral / active EE | $14,042 | $8,428+66.6% | $8,070+74.0% | $6,688+110.0% |
| Admin fee / account holder | $1,732 | $15,044-88.5% | $12,998-86.7% | $13,397-87.1% |