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 | $296,594 | $159,901+85.5% | $146,958+101.8% | $145,922+103.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.32% | 98.13%-76.8pp | 418.34%-397.0pp | 561.29%-540.0pp |
| Employer contribution / active EE | $2,768 | $5,286-47.6% | $4,933-43.9% | $4,660-40.6% |
| Participant deferral / active EE | $5,466 | $8,428-35.1% | $8,070-32.3% | $6,688-18.3% |
| Admin fee / account holder | $2,813 | $15,044-81.3% | $12,998-78.4% | $13,397-79.0% |