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 | $354,062 | $183,519+92.9% | $155,509+127.7% | $145,922+142.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.31% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $9,297 | $5,313+75.0% | $4,672+99.0% | $4,660+99.5% |
| Participant deferral / active EE | $9,008 | $6,462+39.4% | $5,626+60.1% | $6,688+34.7% |
| Admin fee / account holder | $10,317 | $19,313-46.6% | $15,912-35.2% | $13,397-23.0% |