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 8-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 | $264,752 | $165,984+59.5% | $164,813+60.6% | $145,922+81.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.50% | 100.03%-90.5pp | 69.93%-60.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $10,944 | $5,273+107.5% | $4,341+152.1% | $4,660+134.9% |
| Participant deferral / active EE | $28,588 | $6,959+310.8% | $6,031+374.0% | $6,688+327.5% |
| Admin fee / account holder | $3,023 | $16,648-81.8% | $12,690-76.2% | $13,397-77.4% |