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 | $343,617 | $150,440+128.4% | $136,294+152.1% | $147,584+132.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 15.02% | 1049.08%-1034.1pp | 5155.94%-5140.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $11,769 | $5,256+123.9% | $4,695+150.6% | $4,876+141.3% |
| Participant deferral / active EE | $8,479 | $6,630+27.9% | $6,247+35.7% | $5,439+55.9% |
| Admin fee / account holder | $49,969 | $10,905+358.2% | $9,243+440.6% | $10,885+359.0% |