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 | $374,961 | $171,865+118.2% | $149,718+150.4% | $147,584+154.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.48% | 2113.22%-2100.7pp | 1501.63%-1489.1pp | 578.55%-566.1pp |
| Employer contribution / active EE | $11,411 | $6,275+81.8% | $5,445+109.6% | $4,876+134.0% |
| Participant deferral / active EE | $11,572 | $7,271+59.2% | $6,569+76.2% | $5,439+112.8% |
| Admin fee / account holder | $325 | $13,799-97.6% | $11,283-97.1% | $10,885-97.0% |