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 | $470,337 | $138,065+240.7% | $123,544+280.7% | $135,375+247.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.80% | 153.68%-155.5pp | 119.20%-121.0pp | 519.73%-521.5pp |
| Employer contribution / active EE | $16,383 | $5,151+218.0% | $4,628+254.0% | $4,779+242.8% |
| Participant deferral / active EE | $11,318 | $6,799+66.5% | $6,426+76.1% | $5,609+101.8% |
| Admin fee / account holder | $577 | $10,916-94.7% | $9,284-93.8% | $10,827-94.7% |