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 | $412,938 | $160,055+158.0% | $140,016+194.9% | $135,375+205.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.54% | 911.38%-916.9pp | 651.12%-656.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $5,318 | $6,420-17.2% | $5,606-5.1% | $4,779+11.3% |
| Participant deferral / active EE | $9,167 | $7,642+20.0% | $6,927+32.3% | $5,609+63.4% |
| Admin fee / account holder | $726 | $13,328-94.6% | $10,705-93.2% | $10,827-93.3% |