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 | $259,774 | $92,703+180.2% | $82,719+214.0% | $134,475+93.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.02% | 944.92%-963.9pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $21,170 | $3,274+546.6% | $3,009+603.6% | $4,740+346.7% |
| Participant deferral / active EE | $26,220 | $4,802+446.0% | $4,395+496.6% | $6,400+309.7% |
| Admin fee / account holder | $1,698 | $5,983-71.6% | $5,329-68.1% | $11,426-85.1% |