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 | $265,976 | $159,934+66.3% | $147,005+80.9% | $145,959+82.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.05% | 98.24%-66.2pp | 418.76%-386.7pp | 561.95%-529.9pp |
| Employer contribution / active EE | $1,420 | $5,287-73.2% | $4,934-71.2% | $4,661-69.5% |
| Participant deferral / active EE | $15,812 | $8,427+87.6% | $8,070+95.9% | $6,689+136.4% |
| Admin fee / account holder | $8,014 | $15,053-46.8% | $13,006-38.4% | $13,398-40.2% |