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 | $405,424 | $160,055+153.3% | $140,016+189.6% | $135,375+199.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.98% | 911.38%-909.4pp | 651.12%-649.1pp | 519.73%-517.8pp |
| Employer contribution / active EE | $14,274 | $6,420+122.3% | $5,606+154.6% | $4,779+198.7% |
| Participant deferral / active EE | $14,272 | $7,642+86.8% | $6,927+106.0% | $5,609+154.5% |
| Admin fee / account holder | $1,439 | $13,328-89.2% | $10,705-86.6% | $10,827-86.7% |