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 | $348,133 | $150,440+131.4% | $136,294+155.4% | $147,584+135.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.23% | 1049.08%-1027.9pp | 5155.94%-5134.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $4,956 | $5,256-5.7% | $4,695+5.6% | $4,876+1.6% |
| Participant deferral / active EE | $11,696 | $6,630+76.4% | $6,247+87.2% | $5,439+115.1% |
| Admin fee / account holder | $1,552 | $10,905-85.8% | $9,243-83.2% | $10,885-85.7% |