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 | $319,321 | $150,440+112.3% | $136,294+134.3% | $147,584+116.4% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 11.20% | 1049.08%-1037.9pp | 5155.94%-5144.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $10,006 | $5,256+90.4% | $4,695+113.1% | $4,876+105.2% |
| Participant deferral / active EE | $10,687 | $6,630+61.2% | $6,247+71.1% | $5,439+96.5% |
| Admin fee / account holder | $12,240 | $10,905+12.2% | $9,243+32.4% | $10,885+12.4% |