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 | $280,117 | $92,703+202.2% | $82,719+238.6% | $134,475+108.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.69% | 944.92%-960.6pp | 701.18%-716.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $25,079 | $3,274+666.0% | $3,009+733.5% | $4,740+429.1% |
| Participant deferral / active EE | $14,217 | $4,802+196.1% | $4,395+223.5% | $6,400+122.2% |
| Admin fee / account holder | $1,048 | $5,983-82.5% | $5,329-80.3% | $11,426-90.8% |