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 | $314,515 | $160,055+96.5% | $140,016+124.6% | $135,375+132.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.06% | 911.38%-918.4pp | 651.12%-658.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,034 | $6,420-68.3% | $5,606-63.7% | $4,779-57.4% |
| Participant deferral / active EE | $13,577 | $7,642+77.7% | $6,927+96.0% | $5,609+142.1% |
| Admin fee / account holder | $1,698 | $13,328-87.3% | $10,705-84.1% | $10,827-84.3% |