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 | $320,569 | $150,440+113.1% | $136,294+135.2% | $147,584+117.2% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 21.38% | 1049.08%-1027.7pp | 5155.94%-5134.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $3,860 | $5,256-26.6% | $4,695-17.8% | $4,876-20.8% |
| Participant deferral / active EE | $9,583 | $6,630+44.5% | $6,247+53.4% | $5,439+76.2% |
| Admin fee / account holder | $6,249 | $10,905-42.7% | $9,243-32.4% | $10,885-42.6% |