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 | $522,628 | $135,635+285.3% | $110,238+374.1% | $135,375+286.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.37% | 513.19%-513.6pp | 314.74%-315.1pp | 519.73%-520.1pp |
| Employer contribution / active EE | $3,766 | $4,906-23.2% | $3,826-1.6% | $4,779-21.2% |
| Participant deferral / active EE | $15,100 | $5,506+174.2% | $4,672+223.2% | $5,609+169.2% |
| Admin fee / account holder | $201,016 | $11,457+1654.5% | $8,547+2251.8% | $10,827+1756.6% |