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 | $307,222 | $109,982+179.3% | $97,226+216.0% | $145,922+110.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.23% | 242.90%-233.7pp | 75.13%-65.9pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,543 | $3,084-17.5% | $2,729-6.8% | $4,660-45.4% |
| Participant deferral / active EE | $7,197 | $4,676+53.9% | $4,264+68.8% | $6,688+7.6% |
| Admin fee / account holder | $2,294 | $6,221-63.1% | $5,654-59.4% | $13,397-82.9% |