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 | $380,384 | $150,440+152.8% | $136,294+179.1% | $147,584+157.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.46% | 1049.08%-1033.6pp | 5155.94%-5140.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $4,291 | $5,256-18.4% | $4,695-8.6% | $4,876-12.0% |
| Participant deferral / active EE | $13,701 | $6,630+106.6% | $6,247+119.3% | $5,439+151.9% |
| Admin fee / account holder | $1,775 | $10,905-83.7% | $9,243-80.8% | $10,885-83.7% |