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 | $306,606 | $135,635+126.1% | $110,238+178.1% | $135,375+126.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.50% | 513.19%-515.7pp | 314.74%-317.2pp | 519.73%-522.2pp |
| Employer contribution / active EE | $8,800 | $4,906+79.4% | $3,826+130.0% | $4,779+84.1% |
| Participant deferral / active EE | $16,701 | $5,506+203.3% | $4,672+257.5% | $5,609+197.8% |
| Admin fee / account holder | $3,265 | $11,457-71.5% | $8,547-61.8% | $10,827-69.8% |