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 | $387,598 | $180,449+114.8% | $154,107+151.5% | $135,375+186.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -2.25% | 888.09%-890.3pp | 735.12%-737.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $1,462 | $6,035-75.8% | $5,298-72.4% | $4,779-69.4% |
| Participant deferral / active EE | $7,177 | $5,806+23.6% | $5,081+41.3% | $5,609+28.0% |
| Admin fee / account holder | $50,062 | $16,143+210.1% | $13,411+273.3% | $10,827+362.4% |