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 | $530,170 | $217,402+143.9% | $185,823+185.3% | $167,490+216.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.27% | 148.36%-131.1pp | 122.05%-104.8pp | 478.56%-461.3pp |
| Employer contribution / active EE | $5,103 | $5,873-13.1% | $5,167-1.3% | $4,837+5.5% |
| Participant deferral / active EE | $22,903 | $6,356+260.3% | $5,568+311.3% | $6,341+261.2% |
| Admin fee / account holder | $406 | $19,811-98.0% | $16,237-97.5% | $12,309-96.7% |