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 | $342,959 | $124,185+176.2% | $108,410+216.4% | $167,490+104.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.57% | 1379.64%-1367.1pp | 905.27%-892.7pp | 478.56%-466.0pp |
| Employer contribution / active EE | $4,976 | $4,187+18.9% | $3,558+39.8% | $4,837+2.9% |
| Participant deferral / active EE | $22,106 | $6,908+220.0% | $6,563+236.8% | $6,341+248.6% |
| Admin fee / account holder | $6,910 | $9,455-26.9% | $7,295-5.3% | $12,309-43.9% |