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 | $329,630 | $150,440+119.1% | $136,294+141.9% | $147,584+123.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 32.57% | 1049.08%-1016.5pp | 5155.94%-5123.4pp | 578.55%-546.0pp |
| Employer contribution / active EE | $8,653 | $5,256+64.6% | $4,695+84.3% | $4,876+77.4% |
| Participant deferral / active EE | $7,412 | $6,630+11.8% | $6,247+18.6% | $5,439+36.3% |
| Admin fee / account holder | $18,883 | $10,905+73.2% | $9,243+104.3% | $10,885+73.5% |