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 | $263,146 | $150,440+74.9% | $136,294+93.1% | $147,584+78.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.96% | 1049.08%-1038.1pp | 5155.94%-5145.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $10,175 | $5,256+93.6% | $4,695+116.7% | $4,876+108.7% |
| Participant deferral / active EE | $8,460 | $6,630+27.6% | $6,247+35.4% | $5,439+55.6% |
| Admin fee / account holder | $3,445 | $10,905-68.4% | $9,243-62.7% | $10,885-68.4% |