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 | $317,749 | $159,934+98.7% | $147,005+116.1% | $145,959+117.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.52% | 98.24%-70.7pp | 418.76%-391.2pp | 561.95%-534.4pp |
| Employer contribution / active EE | $6,265 | $5,287+18.5% | $4,934+27.0% | $4,661+34.4% |
| Participant deferral / active EE | $13,467 | $8,427+59.8% | $8,070+66.9% | $6,689+101.3% |
| Admin fee / account holder | $12,526 | $15,053-16.8% | $13,006-3.7% | $13,398-6.5% |