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 | $275,113 | $150,440+82.9% | $136,294+101.9% | $147,584+86.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.79% | 1049.08%-1028.3pp | 5155.94%-5135.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $3,761 | $5,256-28.4% | $4,695-19.9% | $4,876-22.9% |
| Participant deferral / active EE | $12,402 | $6,630+87.0% | $6,247+98.5% | $5,439+128.0% |
| Admin fee / account holder | $1,686 | $10,905-84.5% | $9,243-81.8% | $10,885-84.5% |