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 | $468,054 | $150,440+211.1% | $136,294+243.4% | $147,584+217.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.96% | 1049.08%-1035.1pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $5,688 | $5,256+8.2% | $4,695+21.1% | $4,876+16.6% |
| Participant deferral / active EE | $14,152 | $6,630+113.4% | $6,247+126.5% | $5,439+160.2% |
| Admin fee / account holder | $36,558 | $10,905+235.2% | $9,243+295.5% | $10,885+235.8% |