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 | $366,293 | $150,440+143.5% | $136,294+168.8% | $147,584+148.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 41.70% | 1049.08%-1007.4pp | 5155.94%-5114.2pp | 578.55%-536.8pp |
| Employer contribution / active EE | $3,479 | $5,256-33.8% | $4,695-25.9% | $4,876-28.6% |
| Participant deferral / active EE | $17,396 | $6,630+162.4% | $6,247+178.5% | $5,439+219.9% |
| Admin fee / account holder | $10,009 | $10,905-8.2% | $9,243+8.3% | $10,885-8.0% |