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 | $304,884 | $171,865+77.4% | $149,718+103.6% | $147,584+106.6% |
| Participation rate | 95.0% | 88.2%+6.8pp | 87.1%+7.9pp | 82.8%+12.2pp |
| Annual return | 19.81% | 2113.22%-2093.4pp | 1501.63%-1481.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $11,689 | $6,275+86.3% | $5,445+114.7% | $4,876+139.7% |
| Participant deferral / active EE | $7,703 | $7,271+5.9% | $6,569+17.3% | $5,439+41.6% |
| Admin fee / account holder | $19,934 | $13,799+44.5% | $11,283+76.7% | $10,885+83.1% |