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 | $366,596 | $171,865+113.3% | $149,718+144.9% | $147,584+148.4% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 15.83% | 2113.22%-2097.4pp | 1501.63%-1485.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $8,967 | $6,275+42.9% | $5,445+64.7% | $4,876+83.9% |
| Participant deferral / active EE | $13,211 | $7,271+81.7% | $6,569+101.1% | $5,439+142.9% |
| Admin fee / account holder | $25,019 | $13,799+81.3% | $11,283+121.7% | $10,885+129.8% |