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 | $619,241 | $160,055+286.9% | $140,016+342.3% | $135,375+357.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.24% | 911.38%-912.6pp | 651.12%-652.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $2,065 | $6,420-67.8% | $5,606-63.2% | $4,779-56.8% |
| Participant deferral / active EE | $5,066 | $7,642-33.7% | $6,927-26.9% | $5,609-9.7% |
| Admin fee / account holder | $27,317 | $13,328+105.0% | $10,705+155.2% | $10,827+152.3% |