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 | $255,388 | $171,865+48.6% | $149,718+70.6% | $147,584+73.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.07% | 2113.22%-2095.2pp | 1501.63%-1483.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,743 | $6,275-72.2% | $5,445-68.0% | $4,876-64.3% |
| Participant deferral / active EE | $14,077 | $7,271+93.6% | $6,569+114.3% | $5,439+158.8% |
| Admin fee / account holder | $957 | $13,799-93.1% | $11,283-91.5% | $10,885-91.2% |