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 | $416,252 | $150,440+176.7% | $136,294+205.4% | $147,584+182.0% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 24.09% | 1049.08%-1025.0pp | 5155.94%-5131.8pp | 578.55%-554.5pp |
| Employer contribution / active EE | $2,259 | $5,256-57.0% | $4,695-51.9% | $4,876-53.7% |
| Participant deferral / active EE | $11,314 | $6,630+70.6% | $6,247+81.1% | $5,439+108.0% |
| Admin fee / account holder | $1,262 | $10,905-88.4% | $9,243-86.3% | $10,885-88.4% |