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 | $699,604 | $159,901+337.5% | $146,958+376.1% | $145,922+379.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 36.20% | 98.13%-61.9pp | 418.34%-382.1pp | 561.29%-525.1pp |
| Employer contribution / active EE | $4,005 | $5,286-24.2% | $4,933-18.8% | $4,660-14.1% |
| Participant deferral / active EE | $10,517 | $8,428+24.8% | $8,070+30.3% | $6,688+57.3% |
| Admin fee / account holder | $37,893 | $15,044+151.9% | $12,998+191.5% | $13,397+182.8% |