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 | $346,774 | $138,044+151.2% | $125,339+176.7% | $134,475+157.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.86% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $5,576 | $5,243+6.3% | $4,814+15.8% | $4,740+17.6% |
| Participant deferral / active EE | $14,036 | $7,799+80.0% | $7,446+88.5% | $6,400+119.3% |
| Admin fee / account holder | $1,823 | $11,571-84.2% | $10,010-81.8% | $11,426-84.0% |