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 | $288,722 | $171,865+68.0% | $149,718+92.8% | $147,584+95.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.35% | 2113.22%-2101.9pp | 1501.63%-1490.3pp | 578.55%-567.2pp |
| Employer contribution / active EE | $3,142 | $6,275-49.9% | $5,445-42.3% | $4,876-35.6% |
| Participant deferral / active EE | $8,600 | $7,271+18.3% | $6,569+30.9% | $5,439+58.1% |
| Admin fee / account holder | $10,893 | $13,799-21.1% | $11,283-3.5% | $10,885+0.1% |