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 3-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 | $254,915 | $178,174+43.1% | $156,181+63.2% | $137,256+85.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 731.44% | 84.19%+647.3pp | 64.87%+666.6pp | 220.34%+511.1pp |
| Employer contribution / active EE | $7,242 | $4,972+45.7% | $4,294+68.6% | $4,156+74.2% |
| Participant deferral / active EE | $30,729 | $6,888+346.1% | $6,132+401.1% | $6,407+379.6% |
| Admin fee / account holder | $1,320 | $17,404-92.4% | $14,586-91.0% | $12,270-89.2% |