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 | $351,608 | $190,805+84.3% | $159,960+119.8% | $134,475+161.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.49% | 552.23%-564.7pp | 408.60%-421.1pp | 417.96%-430.5pp |
| Employer contribution / active EE | $14,235 | $4,995+185.0% | $4,226+236.9% | $4,740+200.3% |
| Participant deferral / active EE | $6,574 | $6,923-5.0% | $6,182+6.3% | $6,400+2.7% |
| Admin fee / account holder | $20,941 | $10,471+100.0% | $8,698+140.8% | $11,426+83.3% |