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 | $413,914 | $138,044+199.8% | $125,339+230.2% | $134,475+207.8% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -9.87% | 750.33%-760.2pp | 572.05%-581.9pp | 417.96%-427.8pp |
| Employer contribution / active EE | $12,956 | $5,243+147.1% | $4,814+169.2% | $4,740+173.4% |
| Participant deferral / active EE | $15,307 | $7,799+96.3% | $7,446+105.6% | $6,400+139.2% |
| Admin fee / account holder | $39,059 | $11,571+237.6% | $10,010+290.2% | $11,426+241.9% |