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 | $288,448 | $88,594+225.6% | $70,092+311.5% | $134,475+114.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -10.53% | 442.67%-453.2pp | 190.73%-201.3pp | 417.96%-428.5pp |
| Employer contribution / active EE | $10,150 | $3,233+214.0% | $2,559+296.7% | $4,740+114.2% |
| Participant deferral / active EE | $9,842 | $4,772+106.2% | $3,849+155.7% | $6,400+53.8% |
| Admin fee / account holder | $7,098 | $10,441-32.0% | $6,267+13.3% | $11,426-37.9% |