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 | $415,457 | $150,440+176.2% | $136,294+204.8% | $147,584+181.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.23% | 1049.08%-1036.9pp | 5155.94%-5143.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $26,811 | $5,256+410.1% | $4,695+471.0% | $4,876+449.8% |
| Participant deferral / active EE | $18,000 | $6,630+171.5% | $6,247+188.1% | $5,439+231.0% |
| Admin fee / account holder | $45,517 | $10,905+317.4% | $9,243+392.4% | $10,885+318.2% |