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 | $318,764 | $159,901+99.4% | $146,958+116.9% | $145,922+118.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.91% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $19,840 | $5,286+275.3% | $4,933+302.2% | $4,660+325.8% |
| Participant deferral / active EE | $13,190 | $8,428+56.5% | $8,070+63.4% | $6,688+97.2% |
| Admin fee / account holder | $3,197 | $15,044-78.8% | $12,998-75.4% | $13,397-76.1% |