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 | $301,534 | $176,056+71.3% | $159,436+89.1% | $167,490+80.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 50.48% | 331.75%-281.3pp | 263.57%-213.1pp | 478.56%-428.1pp |
| Employer contribution / active EE | $2,436 | $5,297-54.0% | $4,829-49.6% | $4,837-49.6% |
| Participant deferral / active EE | $7,652 | $7,750-1.3% | $7,352+4.1% | $6,341+20.7% |
| Admin fee / account holder | $1,888 | $12,554-85.0% | $10,799-82.5% | $12,309-84.7% |