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 | $342,148 | $171,865+99.1% | $149,718+128.5% | $147,584+131.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.37% | 2113.22%-2096.8pp | 1501.63%-1485.3pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,412 | $6,275-61.6% | $5,445-55.7% | $4,876-50.5% |
| Participant deferral / active EE | $3,419 | $7,271-53.0% | $6,569-47.9% | $5,439-37.1% |
| Admin fee / account holder | $1,515 | $13,799-89.0% | $11,283-86.6% | $10,885-86.1% |