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 | $318,912 | $99,640+220.1% | $86,436+269.0% | $134,475+137.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.89% | 6782.58%-6800.5pp | 4394.89%-4412.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,630 | $4,400-17.5% | $3,769-3.7% | $4,740-23.4% |
| Participant deferral / active EE | $12,889 | $7,246+77.9% | $6,952+85.4% | $6,400+101.4% |
| Admin fee / account holder | $11,752 | $8,371+40.4% | $6,731+74.6% | $11,426+2.9% |