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 9-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 | $369,082 | $138,065+167.3% | $123,544+198.7% | $135,375+172.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.79% | 153.68%-156.5pp | 119.20%-122.0pp | 519.73%-522.5pp |
| Employer contribution / active EE | $15,003 | $5,151+191.2% | $4,628+224.2% | $4,779+213.9% |
| Participant deferral / active EE | $18,375 | $6,799+170.3% | $6,426+186.0% | $5,609+227.6% |
| Admin fee / account holder | $93,081 | $10,916+752.7% | $9,284+902.6% | $10,827+759.7% |