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 | $299,864 | $150,440+99.3% | $136,294+120.0% | $147,584+103.2% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 13.85% | 1049.08%-1035.2pp | 5155.94%-5142.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $3,536 | $5,256-32.7% | $4,695-24.7% | $4,876-27.5% |
| Participant deferral / active EE | $7,897 | $6,630+19.1% | $6,247+26.4% | $5,439+45.2% |
| Admin fee / account holder | $316 | $10,905-97.1% | $9,243-96.6% | $10,885-97.1% |