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 8-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 | $256,251 | $158,398+61.8% | $126,539+102.5% | $142,382+80.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.59% | 593.76%-575.2pp | 425.95%-407.4pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,154 | $4,650-32.2% | $3,674-14.2% | $4,299-26.6% |
| Participant deferral / active EE | $8,350 | $4,767+75.2% | $4,083+104.5% | $6,507+28.3% |
| Admin fee / account holder | $421 | $6,918-93.9% | $6,065-93.1% | $12,624-96.7% |