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 | $340,482 | $190,805+78.4% | $159,960+112.9% | $134,475+153.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -8.89% | 552.23%-561.1pp | 408.60%-417.5pp | 417.96%-426.9pp |
| Employer contribution / active EE | $23,591 | $4,995+372.3% | $4,226+458.3% | $4,740+397.7% |
| Participant deferral / active EE | $15,940 | $6,923+130.2% | $6,182+157.8% | $6,400+149.1% |
| Admin fee / account holder | $3,029 | $10,471-71.1% | $8,698-65.2% | $11,426-73.5% |