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 | $331,061 | $135,635+144.1% | $110,238+200.3% | $135,375+144.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.97% | 513.19%-518.2pp | 314.74%-319.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $6,004 | $4,906+22.4% | $3,826+56.9% | $4,779+25.6% |
| Participant deferral / active EE | $2,573 | $5,506-53.3% | $4,672-44.9% | $5,609-54.1% |
| Admin fee / account holder | $1,724 | $11,457-85.0% | $8,547-79.8% | $10,827-84.1% |