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 | $301,411 | $150,440+100.4% | $136,294+121.1% | $147,584+104.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 31.86% | 1049.08%-1017.2pp | 5155.94%-5124.1pp | 578.55%-546.7pp |
| Employer contribution / active EE | $2,520 | $5,256-52.1% | $4,695-46.3% | $4,876-48.3% |
| Participant deferral / active EE | $7,372 | $6,630+11.2% | $6,247+18.0% | $5,439+35.5% |
| Admin fee / account holder | $16,418 | $10,905+50.5% | $9,243+77.6% | $10,885+50.8% |