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 | $290,665 | $138,065+110.5% | $123,544+135.3% | $135,375+114.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.33% | 153.68%-153.4pp | 119.20%-118.9pp | 519.73%-519.4pp |
| Employer contribution / active EE | $17,499 | $5,151+239.7% | $4,628+278.1% | $4,779+266.2% |
| Participant deferral / active EE | $12,975 | $6,799+90.8% | $6,426+101.9% | $5,609+131.3% |
| Admin fee / account holder | $16,774 | $10,916+53.7% | $9,284+80.7% | $10,827+54.9% |