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 | $525,831 | $138,065+280.9% | $123,544+325.6% | $135,375+288.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.36% | 153.68%-156.0pp | 119.20%-121.6pp | 519.73%-522.1pp |
| Employer contribution / active EE | $4,930 | $5,151-4.3% | $4,628+6.5% | $4,779+3.2% |
| Participant deferral / active EE | $11,981 | $6,799+76.2% | $6,426+86.5% | $5,609+113.6% |
| Admin fee / account holder | $12,535 | $10,916+14.8% | $9,284+35.0% | $10,827+15.8% |