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 | $450,256 | $150,440+199.3% | $136,294+230.4% | $147,584+205.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 14.32% | 1049.08%-1034.8pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $5,234 | $5,256-0.4% | $4,695+11.5% | $4,876+7.3% |
| Participant deferral / active EE | $11,877 | $6,630+79.1% | $6,247+90.1% | $5,439+118.4% |
| Admin fee / account holder | $2,163 | $10,905-80.2% | $9,243-76.6% | $10,885-80.1% |