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 6-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 | $350,263 | $171,865+103.8% | $149,718+133.9% | $147,584+137.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.65% | 2113.22%-2098.6pp | 1501.63%-1487.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $25,000 | $6,275+298.4% | $5,445+359.1% | $4,876+412.7% |
| Participant deferral / active EE | $5,620 | $7,271-22.7% | $6,569-14.4% | $5,439+3.3% |
| Admin fee / account holder | $47,358 | $13,799+243.2% | $11,283+319.7% | $10,885+335.1% |