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 | $270,957 | $135,635+99.8% | $110,238+145.8% | $135,375+100.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.89% | 513.19%-515.1pp | 314.74%-316.6pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,853 | $4,906-41.9% | $3,826-25.4% | $4,779-40.3% |
| Participant deferral / active EE | $12,153 | $5,506+120.7% | $4,672+160.1% | $5,609+116.7% |
| Admin fee / account holder | $8,104 | $11,457-29.3% | $8,547-5.2% | $10,827-25.1% |