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 | $476,010 | $135,635+250.9% | $110,238+331.8% | $135,375+251.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.92% | 513.19%-519.1pp | 314.74%-320.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,472 | $4,906-49.6% | $3,826-35.4% | $4,779-48.3% |
| Participant deferral / active EE | $6,981 | $5,506+26.8% | $4,672+49.4% | $5,609+24.5% |
| Admin fee / account holder | $31,174 | $11,457+172.1% | $8,547+264.7% | $10,827+187.9% |