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 | $354,668 | $135,635+161.5% | $110,238+221.7% | $135,375+162.0% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -6.78% | 513.19%-520.0pp | 314.74%-321.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,266 | $4,906-13.1% | $3,826+11.5% | $4,779-10.7% |
| Participant deferral / active EE | $10,377 | $5,506+88.4% | $4,672+122.1% | $5,609+85.0% |
| Admin fee / account holder | $684 | $11,457-94.0% | $8,547-92.0% | $10,827-93.7% |