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 | $392,974 | $138,065+184.6% | $123,544+218.1% | $135,375+190.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.03% | 153.68%-155.7pp | 119.20%-121.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $19,053 | $5,151+269.9% | $4,628+311.7% | $4,779+298.7% |
| Participant deferral / active EE | $15,859 | $6,799+133.2% | $6,426+146.8% | $5,609+182.7% |
| Admin fee / account holder | $3,762 | $10,916-65.5% | $9,284-59.5% | $10,827-65.3% |