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 | $264,181 | $138,044+91.4% | $125,339+110.8% | $134,475+96.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.38% | 750.33%-762.7pp | 572.05%-584.4pp | 417.96%-430.3pp |
| Employer contribution / active EE | $3,221 | $5,243-38.6% | $4,814-33.1% | $4,740-32.0% |
| Participant deferral / active EE | $10,460 | $7,799+34.1% | $7,446+40.5% | $6,400+63.4% |
| Admin fee / account holder | $1,429 | $11,571-87.7% | $10,010-85.7% | $11,426-87.5% |