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 | $293,881 | $138,044+112.9% | $125,339+134.5% | $134,475+118.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.48% | 750.33%-749.8pp | 572.05%-571.6pp | 417.96%-417.5pp |
| Employer contribution / active EE | $6,953 | $5,243+32.6% | $4,814+44.4% | $4,740+46.7% |
| Participant deferral / active EE | $14,479 | $7,799+85.7% | $7,446+94.4% | $6,400+126.2% |
| Admin fee / account holder | $3,036 | $11,571-73.8% | $10,010-69.7% | $11,426-73.4% |