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 | $442,732 | $180,449+145.3% | $154,107+187.3% | $135,375+227.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.99% | 888.09%-889.1pp | 735.12%-736.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $10,411 | $6,035+72.5% | $5,298+96.5% | $4,779+117.9% |
| Participant deferral / active EE | $11,076 | $5,806+90.8% | $5,081+118.0% | $5,609+97.5% |
| Admin fee / account holder | $100,015 | $16,143+519.6% | $13,411+645.8% | $10,827+823.8% |