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 | $502,307 | $160,055+213.8% | $140,016+258.7% | $135,375+271.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.98% | 911.38%-914.4pp | 651.12%-654.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $32,040 | $6,420+399.0% | $5,606+471.5% | $4,779+570.5% |
| Participant deferral / active EE | $6,626 | $7,642-13.3% | $6,927-4.4% | $5,609+18.1% |
| Admin fee / account holder | $5,499 | $13,328-58.7% | $10,705-48.6% | $10,827-49.2% |