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 | $422,533 | $150,440+180.9% | $136,294+210.0% | $147,584+186.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.22% | 1049.08%-1037.9pp | 5155.94%-5144.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $9,840 | $5,256+87.2% | $4,695+109.6% | $4,876+101.8% |
| Participant deferral / active EE | $6,410 | $6,630-3.3% | $6,247+2.6% | $5,439+17.8% |
| Admin fee / account holder | $1,512 | $10,905-86.1% | $9,243-83.6% | $10,885-86.1% |