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 | $446,720 | $138,044+223.6% | $125,339+256.4% | $134,475+232.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.87% | 750.33%-758.2pp | 572.05%-579.9pp | 417.96%-425.8pp |
| Employer contribution / active EE | $5,670 | $5,243+8.1% | $4,814+17.8% | $4,740+19.6% |
| Participant deferral / active EE | $4,158 | $7,799-46.7% | $7,446-44.2% | $6,400-35.0% |
| Admin fee / account holder | $3,369 | $11,571-70.9% | $10,010-66.3% | $11,426-70.5% |