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 | $341,260 | $171,865+98.6% | $149,718+127.9% | $147,584+131.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 36.45% | 2113.22%-2076.8pp | 1501.63%-1465.2pp | 578.55%-542.1pp |
| Employer contribution / active EE | $3,982 | $6,275-36.5% | $5,445-26.9% | $4,876-18.3% |
| Participant deferral / active EE | $12,721 | $7,271+75.0% | $6,569+93.7% | $5,439+133.9% |
| Admin fee / account holder | $32,680 | $13,799+136.8% | $11,283+189.6% | $10,885+200.2% |