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 | $382,873 | $97,757+291.7% | $83,848+356.6% | $135,375+182.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.46% | 1287.37%-1288.8pp | 850.88%-852.3pp | 519.73%-521.2pp |
| Employer contribution / active EE | $2,167 | $4,222-48.7% | $3,631-40.3% | $4,779-54.6% |
| Participant deferral / active EE | $8,670 | $4,682+85.2% | $4,082+112.4% | $5,609+54.6% |
| Admin fee / account holder | $72,175 | $6,674+981.5% | $5,478+1217.5% | $10,827+566.6% |