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 | $336,291 | $171,865+95.7% | $149,718+124.6% | $147,584+127.9% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 11.43% | 2113.22%-2101.8pp | 1501.63%-1490.2pp | 578.55%-567.1pp |
| Employer contribution / active EE | $12,813 | $6,275+104.2% | $5,445+135.3% | $4,876+162.8% |
| Participant deferral / active EE | $8,827 | $7,271+21.4% | $6,569+34.4% | $5,439+62.3% |
| Admin fee / account holder | $749 | $13,799-94.6% | $11,283-93.4% | $10,885-93.1% |