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 | $252,718 | $150,440+68.0% | $136,294+85.4% | $147,584+71.2% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 19.65% | 1049.08%-1029.4pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,910 | $5,256-44.6% | $4,695-38.0% | $4,876-40.3% |
| Participant deferral / active EE | $7,470 | $6,630+12.7% | $6,247+19.6% | $5,439+37.4% |
| Admin fee / account holder | $3,375 | $10,905-69.1% | $9,243-63.5% | $10,885-69.0% |