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 | $265,896 | $171,865+54.7% | $149,718+77.6% | $147,584+80.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.21% | 2113.22%-2092.0pp | 1501.63%-1480.4pp | 578.55%-557.3pp |
| Employer contribution / active EE | $8,912 | $6,275+42.0% | $5,445+63.7% | $4,876+82.8% |
| Participant deferral / active EE | $3,498 | $7,271-51.9% | $6,569-46.8% | $5,439-35.7% |
| Admin fee / account holder | $5,368 | $13,799-61.1% | $11,283-52.4% | $10,885-50.7% |