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 | $250,068 | $150,440+66.2% | $136,294+83.5% | $147,584+69.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 11.39% | 1049.08%-1037.7pp | 5155.94%-5144.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $2,002 | $5,256-61.9% | $4,695-57.4% | $4,876-58.9% |
| Participant deferral / active EE | $7,731 | $6,630+16.6% | $6,247+23.8% | $5,439+42.2% |
| Admin fee / account holder | $2,042 | $10,905-81.3% | $9,243-77.9% | $10,885-81.2% |