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 | $345,051 | $171,865+100.8% | $149,718+130.5% | $147,584+133.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.63% | 2113.22%-2100.6pp | 1501.63%-1489.0pp | 578.55%-565.9pp |
| Employer contribution / active EE | $3,486 | $6,275-44.4% | $5,445-36.0% | $4,876-28.5% |
| Participant deferral / active EE | $7,139 | $7,271-1.8% | $6,569+8.7% | $5,439+31.3% |
| Admin fee / account holder | $2,841 | $13,799-79.4% | $11,283-74.8% | $10,885-73.9% |