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 | $375,826 | $138,044+172.3% | $125,339+199.8% | $134,475+179.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.59% | 750.33%-758.9pp | 572.05%-580.6pp | 417.96%-426.6pp |
| Employer contribution / active EE | $21,996 | $5,243+319.5% | $4,814+356.9% | $4,740+364.1% |
| Participant deferral / active EE | $10,518 | $7,799+34.9% | $7,446+41.2% | $6,400+64.3% |
| Admin fee / account holder | $4,603 | $11,571-60.2% | $10,010-54.0% | $11,426-59.7% |