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 | $257,925 | $171,865+50.1% | $149,718+72.3% | $147,584+74.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.72% | 2113.22%-2101.5pp | 1501.63%-1489.9pp | 578.55%-566.8pp |
| Employer contribution / active EE | $11,668 | $6,275+85.9% | $5,445+114.3% | $4,876+139.3% |
| Participant deferral / active EE | $13,150 | $7,271+80.9% | $6,569+100.2% | $5,439+141.8% |
| Admin fee / account holder | $1,701 | $13,799-87.7% | $11,283-84.9% | $10,885-84.4% |