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 6-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 | $399,444 | $105,998+276.8% | $92,233+333.1% | $147,584+170.7% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 16.00% | 50.05%-34.0pp | 176.28%-160.3pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,896 | $4,333-56.2% | $3,679-48.5% | $4,876-61.1% |
| Participant deferral / active EE | $10,308 | $4,478+130.2% | $3,897+164.5% | $5,439+89.5% |
| Admin fee / account holder | $541 | $6,332-91.5% | $5,194-89.6% | $10,885-95.0% |