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 | $558,012 | $150,440+270.9% | $136,294+309.4% | $147,584+278.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.89% | 1049.08%-1028.2pp | 5155.94%-5135.0pp | 578.55%-557.7pp |
| Employer contribution / active EE | $22,614 | $5,256+330.3% | $4,695+381.6% | $4,876+363.8% |
| Participant deferral / active EE | $17,108 | $6,630+158.0% | $6,247+173.9% | $5,439+214.6% |
| Admin fee / account holder | $9,427 | $10,905-13.6% | $9,243+2.0% | $10,885-13.4% |