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 | $523,215 | $150,440+247.8% | $136,294+283.9% | $147,584+254.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.69% | 1049.08%-1035.4pp | 5155.94%-5142.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $15,201 | $5,256+189.2% | $4,695+223.7% | $4,876+211.7% |
| Participant deferral / active EE | $8,943 | $6,630+34.9% | $6,247+43.1% | $5,439+64.4% |
| Admin fee / account holder | $179,800 | $10,905+1548.7% | $9,243+1845.2% | $10,885+1551.8% |