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 | $311,937 | $171,865+81.5% | $149,718+108.4% | $147,584+111.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 38.17% | 2113.22%-2075.0pp | 1501.63%-1463.5pp | 578.55%-540.4pp |
| Employer contribution / active EE | $31,500 | $6,275+402.0% | $5,445+478.5% | $4,876+546.0% |
| Participant deferral / active EE | $15,750 | $7,271+116.6% | $6,569+139.8% | $5,439+189.6% |
| Admin fee / account holder | $70,052 | $13,799+407.6% | $11,283+520.9% | $10,885+543.5% |