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 | $461,276 | $171,865+168.4% | $149,718+208.1% | $147,584+212.6% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 9.99% | 2113.22%-2103.2pp | 1501.63%-1491.6pp | 578.55%-568.6pp |
| Employer contribution / active EE | $15,038 | $6,275+139.6% | $5,445+176.2% | $4,876+208.4% |
| Participant deferral / active EE | $14,542 | $7,271+100.0% | $6,569+121.4% | $5,439+167.4% |
| Admin fee / account holder | $1,997 | $13,799-85.5% | $11,283-82.3% | $10,885-81.7% |