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 | $528,993 | $197,825+167.4% | $155,790+239.6% | $125,391+321.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.14% | 86.74%-86.9pp | 71.54%-71.7pp | 282.22%-282.4pp |
| Employer contribution / active EE | $15,925 | $4,847+228.6% | $3,836+315.1% | $4,866+227.3% |
| Participant deferral / active EE | $9,600 | $5,630+70.5% | $4,797+100.1% | $5,352+79.4% |
| Admin fee / account holder | $2,743 | $9,545-71.3% | $7,478-63.3% | $9,540-71.2% |