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 | $366,975 | $159,901+129.5% | $146,958+149.7% | $145,922+151.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.70% | 98.13%-78.4pp | 418.34%-398.6pp | 561.29%-541.6pp |
| Employer contribution / active EE | $13,469 | $5,286+154.8% | $4,933+173.0% | $4,660+189.1% |
| Participant deferral / active EE | $6,862 | $8,428-18.6% | $8,070-15.0% | $6,688+2.6% |
| Admin fee / account holder | $4,646 | $15,044-69.1% | $12,998-64.3% | $13,397-65.3% |