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 7-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 | $425,730 | $168,632+152.5% | $147,614+188.4% | $125,391+239.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.19% | 77.65%-79.8pp | 61.98%-64.2pp | 282.22%-284.4pp |
| Employer contribution / active EE | $34,610 | $6,252+453.6% | $5,564+522.0% | $4,866+611.3% |
| Participant deferral / active EE | $23,000 | $5,507+317.7% | $4,895+369.8% | $5,352+329.8% |
| Admin fee / account holder | $4,075 | $13,580-70.0% | $11,611-64.9% | $9,540-57.3% |