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 | $365,296 | $102,604+256.0% | $86,188+323.8% | $139,434+162.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.31% | 1922.51%-1908.2pp | 1168.45%-1154.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $5,616 | $3,032+85.2% | $2,380+135.9% | $4,751+18.2% |
| Participant deferral / active EE | $11,982 | $4,676+156.3% | $3,985+200.6% | $6,710+78.6% |
| Admin fee / account holder | $7,182 | $8,657-17.0% | $6,852+4.8% | $11,403-37.0% |