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 | $291,095 | $160,055+81.9% | $140,016+107.9% | $135,375+115.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.95% | 911.38%-917.3pp | 651.12%-657.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $6,028 | $6,420-6.1% | $5,606+7.5% | $4,779+26.1% |
| Participant deferral / active EE | $13,521 | $7,642+76.9% | $6,927+95.2% | $5,609+141.1% |
| Admin fee / account holder | $5,242 | $13,328-60.7% | $10,705-51.0% | $10,827-51.6% |