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 | $333,737 | $150,440+121.8% | $136,294+144.9% | $147,584+126.1% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 15.09% | 1049.08%-1034.0pp | 5155.94%-5140.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,282 | $5,256-56.6% | $4,695-51.4% | $4,876-53.2% |
| Participant deferral / active EE | $6,258 | $6,630-5.6% | $6,247+0.2% | $5,439+15.1% |
| Admin fee / account holder | $11,746 | $10,905+7.7% | $9,243+27.1% | $10,885+7.9% |