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 | $423,804 | $159,901+165.0% | $146,958+188.4% | $145,922+190.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.50% | 98.13%-76.6pp | 418.34%-396.8pp | 561.29%-539.8pp |
| Employer contribution / active EE | $2,660 | $5,286-49.7% | $4,933-46.1% | $4,660-42.9% |
| Participant deferral / active EE | $12,959 | $8,428+53.8% | $8,070+60.6% | $6,688+93.8% |
| Admin fee / account holder | $66,383 | $15,044+341.3% | $12,998+410.7% | $13,397+395.5% |