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 | $254,788 | $84,695+200.8% | $73,843+245.0% | $125,391+103.2% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | 1.10% | 3123.53%-3122.4pp | 2267.84%-2266.7pp | 282.22%-281.1pp |
| Employer contribution / active EE | $2,975 | $3,123-4.8% | $2,787+6.7% | $4,866-38.9% |
| Participant deferral / active EE | $4,223 | $3,992+5.8% | $3,583+17.9% | $5,352-21.1% |
| Admin fee / account holder | $4,853 | $5,691-14.7% | $4,880-0.6% | $9,540-49.1% |