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 | $577,212 | $171,865+235.9% | $149,718+285.5% | $147,584+291.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.15% | 2113.22%-2097.1pp | 1501.63%-1485.5pp | 578.55%-562.4pp |
| Employer contribution / active EE | $24,750 | $6,275+294.4% | $5,445+354.6% | $4,876+407.6% |
| Participant deferral / active EE | $15,361 | $7,271+111.3% | $6,569+133.8% | $5,439+182.4% |
| Admin fee / account holder | $689 | $13,799-95.0% | $11,283-93.9% | $10,885-93.7% |