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 | $278,525 | $97,757+184.9% | $83,848+232.2% | $135,375+105.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.14% | 1287.37%-1288.5pp | 850.88%-852.0pp | 519.73%-520.9pp |
| Employer contribution / active EE | $10,914 | $4,222+158.5% | $3,631+200.6% | $4,779+128.4% |
| Participant deferral / active EE | $6,267 | $4,682+33.8% | $4,082+53.5% | $5,609+11.7% |
| Admin fee / account holder | $2,770 | $6,674-58.5% | $5,478-49.4% | $10,827-74.4% |