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 | $290,700 | $171,865+69.1% | $149,718+94.2% | $147,584+97.0% |
| Participation rate | 70.0% | 88.2%-18.2pp | 87.1%-17.1pp | 82.8%-12.8pp |
| Annual return | 17.39% | 2113.22%-2095.8pp | 1501.63%-1484.2pp | 578.55%-561.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,710 | $7,271-21.5% | $6,569-13.1% | $5,439+5.0% |
| Admin fee / account holder | $5,962 | $13,799-56.8% | $11,283-47.2% | $10,885-45.2% |