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 | $407,194 | $160,055+154.4% | $140,016+190.8% | $135,375+200.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.25% | 911.38%-918.6pp | 651.12%-658.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $9,372 | $6,420+46.0% | $5,606+67.2% | $4,779+96.1% |
| Participant deferral / active EE | $12,401 | $7,642+62.3% | $6,927+79.0% | $5,609+121.1% |
| Admin fee / account holder | $1,799 | $13,328-86.5% | $10,705-83.2% | $10,827-83.4% |