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 | $338,948 | $183,519+84.7% | $155,509+118.0% | $145,922+132.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.87% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.4pp |
| Employer contribution / active EE | $10,536 | $5,313+98.3% | $4,672+125.5% | $4,660+126.1% |
| Participant deferral / active EE | $24,292 | $6,462+275.9% | $5,626+331.8% | $6,688+263.2% |
| Admin fee / account holder | $1,416 | $19,313-92.7% | $15,912-91.1% | $13,397-89.4% |