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 | $333,579 | $92,703+259.8% | $82,719+303.3% | $134,475+148.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.76% | 944.92%-943.2pp | 701.18%-699.4pp | 417.96%-416.2pp |
| Employer contribution / active EE | $12,270 | $3,274+274.8% | $3,009+307.8% | $4,740+158.9% |
| Participant deferral / active EE | $7,671 | $4,802+59.7% | $4,395+74.5% | $6,400+19.9% |
| Admin fee / account holder | $13,078 | $5,983+118.6% | $5,329+145.4% | $11,426+14.5% |