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 | $353,077 | $150,440+134.7% | $136,294+159.1% | $147,584+139.2% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 29.84% | 1049.08%-1019.2pp | 5155.94%-5126.1pp | 578.55%-548.7pp |
| Employer contribution / active EE | $2,083 | $5,256-60.4% | $4,695-55.6% | $4,876-57.3% |
| Participant deferral / active EE | $8,045 | $6,630+21.3% | $6,247+28.8% | $5,439+47.9% |
| Admin fee / account holder | $14,012 | $10,905+28.5% | $9,243+51.6% | $10,885+28.7% |