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 | $312,545 | $150,440+107.8% | $136,294+129.3% | $147,584+111.8% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 23.10% | 1049.08%-1026.0pp | 5155.94%-5132.8pp | 578.55%-555.4pp |
| Employer contribution / active EE | $3,982 | $5,256-24.2% | $4,695-15.2% | $4,876-18.3% |
| Participant deferral / active EE | $8,614 | $6,630+29.9% | $6,247+37.9% | $5,439+58.4% |
| Admin fee / account holder | $3,111 | $10,905-71.5% | $9,243-66.3% | $10,885-71.4% |