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 4-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 | $258,647 | $159,901+61.8% | $146,958+76.0% | $145,922+77.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.56% | 98.13%-77.6pp | 418.34%-397.8pp | 561.29%-540.7pp |
| Employer contribution / active EE | $11,173 | $5,286+111.4% | $4,933+126.5% | $4,660+139.8% |
| Participant deferral / active EE | $23,000 | $8,428+172.9% | $8,070+185.0% | $6,688+243.9% |
| Admin fee / account holder | $2,171 | $15,044-85.6% | $12,998-83.3% | $13,397-83.8% |