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 | $465,649 | $180,449+158.0% | $154,107+202.2% | $135,375+244.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.62% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.4pp |
| Employer contribution / active EE | $8,380 | $6,035+38.9% | $5,298+58.2% | $4,779+75.4% |
| Participant deferral / active EE | $6,028 | $5,806+3.8% | $5,081+18.7% | $5,609+7.5% |
| Admin fee / account holder | $2,694 | $16,143-83.3% | $13,411-79.9% | $10,827-75.1% |