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 | $324,864 | $171,865+89.0% | $149,718+117.0% | $147,584+120.1% |
| Participation rate | 84.6% | 88.2%-3.6pp | 87.1%-2.5pp | 82.8%+1.8pp |
| Annual return | 21.70% | 2113.22%-2091.5pp | 1501.63%-1479.9pp | 578.55%-556.8pp |
| Employer contribution / active EE | $7,205 | $6,275+14.8% | $5,445+32.3% | $4,876+47.7% |
| Participant deferral / active EE | $15,202 | $7,271+109.1% | $6,569+131.4% | $5,439+179.5% |
| Admin fee / account holder | $12,763 | $13,799-7.5% | $11,283+13.1% | $10,885+17.3% |