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 | $312,826 | $159,901+95.6% | $146,958+112.9% | $145,922+114.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.49% | 98.13%-85.6pp | 418.34%-405.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $9,211 | $5,286+74.2% | $4,933+86.7% | $4,660+97.7% |
| Participant deferral / active EE | $16,800 | $8,428+99.3% | $8,070+108.2% | $6,688+151.2% |
| Admin fee / account holder | $9,867 | $15,044-34.4% | $12,998-24.1% | $13,397-26.4% |