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 | $409,380 | $180,449+126.9% | $154,107+165.6% | $135,375+202.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.72% | 888.09%-891.8pp | 735.12%-738.8pp | 519.73%-523.5pp |
| Employer contribution / active EE | $38,785 | $6,035+542.7% | $5,298+632.1% | $4,779+711.6% |
| Participant deferral / active EE | $22,446 | $5,806+286.6% | $5,081+341.8% | $5,609+300.2% |
| Admin fee / account holder | $162,313 | $16,143+905.5% | $13,411+1110.3% | $10,827+1399.1% |