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 | $318,177 | $190,805+66.8% | $159,960+98.9% | $134,475+136.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -2.23% | 552.23%-554.5pp | 408.60%-410.8pp | 417.96%-420.2pp |
| Employer contribution / active EE | $1,962 | $4,995-60.7% | $4,226-53.6% | $4,740-58.6% |
| Participant deferral / active EE | $7,584 | $6,923+9.5% | $6,182+22.7% | $6,400+18.5% |
| Admin fee / account holder | $26,007 | $10,471+148.4% | $8,698+199.0% | $11,426+127.6% |