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 | $489,937 | $138,044+254.9% | $125,339+290.9% | $134,475+264.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.14% | 750.33%-761.5pp | 572.05%-583.2pp | 417.96%-429.1pp |
| Employer contribution / active EE | $19,942 | $5,243+280.3% | $4,814+314.3% | $4,740+320.7% |
| Participant deferral / active EE | $14,265 | $7,799+82.9% | $7,446+91.6% | $6,400+122.9% |
| Admin fee / account holder | $485 | $11,571-95.8% | $10,010-95.2% | $11,426-95.8% |