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 | $315,220 | $168,632+86.9% | $147,614+113.5% | $125,391+151.4% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | -0.02% | 77.65%-77.7pp | 61.98%-62.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $8,273 | $6,252+32.3% | $5,564+48.7% | $4,866+70.0% |
| Participant deferral / active EE | $6,882 | $5,507+25.0% | $4,895+40.6% | $5,352+28.6% |
| Admin fee / account holder | $1,919 | $13,580-85.9% | $11,611-83.5% | $9,540-79.9% |