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 | $283,680 | $150,440+88.6% | $136,294+108.1% | $147,584+92.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.39% | 1049.08%-1032.7pp | 5155.94%-5139.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,747 | $5,256-66.8% | $4,695-62.8% | $4,876-64.2% |
| Participant deferral / active EE | $5,731 | $6,630-13.6% | $6,247-8.3% | $5,439+5.4% |
| Admin fee / account holder | $2,007 | $10,905-81.6% | $9,243-78.3% | $10,885-81.6% |