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 | $326,012 | $135,635+140.4% | $110,238+195.7% | $135,375+140.8% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.8%-2.0pp | 82.6%-4.9pp |
| Annual return | -7.29% | 513.19%-520.5pp | 314.74%-322.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $10,364 | $4,906+111.2% | $3,826+170.8% | $4,779+116.9% |
| Participant deferral / active EE | $8,149 | $5,506+48.0% | $4,672+74.4% | $5,609+45.3% |
| Admin fee / account holder | $23,162 | $11,457+102.2% | $8,547+171.0% | $10,827+113.9% |