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 7-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 | $273,379 | $150,440+81.7% | $136,294+100.6% | $147,584+85.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.42% | 1049.08%-1032.7pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,733 | $5,256-48.0% | $4,695-41.8% | $4,876-44.0% |
| Participant deferral / active EE | $11,467 | $6,630+72.9% | $6,247+83.6% | $5,439+110.8% |
| Admin fee / account holder | $33,511 | $10,905+207.3% | $9,243+262.5% | $10,885+207.9% |