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 | $346,293 | $150,440+130.2% | $136,294+154.1% | $147,584+134.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.35% | 1049.08%-1025.7pp | 5155.94%-5132.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $3,409 | $5,256-35.1% | $4,695-27.4% | $4,876-30.1% |
| Participant deferral / active EE | $9,074 | $6,630+36.9% | $6,247+45.3% | $5,439+66.8% |
| Admin fee / account holder | $1,469 | $10,905-86.5% | $9,243-84.1% | $10,885-86.5% |