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 | $616,996 | $97,757+531.2% | $83,848+635.9% | $135,375+355.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.90% | 1287.37%-1293.3pp | 850.88%-856.8pp | 519.73%-525.6pp |
| Employer contribution / active EE | $27,974 | $4,222+562.6% | $3,631+670.5% | $4,779+485.4% |
| Participant deferral / active EE | $15,241 | $4,682+225.5% | $4,082+273.4% | $5,609+171.7% |
| Admin fee / account holder | $16,440 | $6,674+146.3% | $5,478+200.1% | $10,827+51.8% |