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 | $300,292 | $96,635+210.7% | $86,612+246.7% | $139,434+115.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.47% | 106.41%-92.9pp | 591.07%-577.6pp | 372.94%-359.5pp |
| Employer contribution / active EE | $3,924 | $3,263+20.3% | $3,022+29.8% | $4,751-17.4% |
| Participant deferral / active EE | $16,034 | $4,836+231.5% | $4,438+261.3% | $6,710+138.9% |
| Admin fee / account holder | $5,171 | $6,408-19.3% | $5,614-7.9% | $11,403-54.6% |