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 | $317,804 | $84,695+275.2% | $73,843+330.4% | $125,391+153.5% |
| Participation rate | 95.7% | 76.8%+18.9pp | 73.4%+22.2pp | 83.2%+12.5pp |
| Annual return | -0.36% | 3123.53%-3123.9pp | 2267.84%-2268.2pp | 282.22%-282.6pp |
| Employer contribution / active EE | $35,551 | $3,123+1038.3% | $2,787+1175.4% | $4,866+630.6% |
| Participant deferral / active EE | $8,875 | $3,992+122.3% | $3,583+147.7% | $5,352+65.8% |
| Admin fee / account holder | $20,760 | $5,691+264.8% | $4,880+325.4% | $9,540+117.6% |