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 | $328,672 | $159,901+105.5% | $146,958+123.7% | $145,922+125.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.84% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $4,122 | $5,286-22.0% | $4,933-16.4% | $4,660-11.5% |
| Participant deferral / active EE | $14,858 | $8,428+76.3% | $8,070+84.1% | $6,688+122.2% |
| Admin fee / account holder | $2,770 | $15,044-81.6% | $12,998-78.7% | $13,397-79.3% |