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 | $733,967 | $180,449+306.7% | $154,107+376.3% | $135,375+442.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -2.81% | 888.09%-890.9pp | 735.12%-737.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $13,214 | $6,035+119.0% | $5,298+149.4% | $4,779+176.5% |
| Participant deferral / active EE | $11,597 | $5,806+99.7% | $5,081+128.3% | $5,609+106.8% |
| Admin fee / account holder | $3,929 | $16,143-75.7% | $13,411-70.7% | $10,827-63.7% |