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 | $263,290 | $159,901+64.7% | $146,958+79.2% | $145,922+80.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 34.75% | 98.13%-63.4pp | 418.34%-383.6pp | 561.29%-526.5pp |
| Employer contribution / active EE | $7,016 | $5,286+32.7% | $4,933+42.2% | $4,660+50.6% |
| Participant deferral / active EE | $10,848 | $8,428+28.7% | $8,070+34.4% | $6,688+62.2% |
| Admin fee / account holder | $8,209 | $15,044-45.4% | $12,998-36.8% | $13,397-38.7% |