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 | $343,042 | $150,440+128.0% | $136,294+151.7% | $147,584+132.4% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 16.60% | 1049.08%-1032.5pp | 5155.94%-5139.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $5,476 | $5,256+4.2% | $4,695+16.6% | $4,876+12.3% |
| Participant deferral / active EE | $10,392 | $6,630+56.7% | $6,247+66.4% | $5,439+91.1% |
| Admin fee / account holder | $11,529 | $10,905+5.7% | $9,243+24.7% | $10,885+5.9% |