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 | $250,090 | $138,044+81.2% | $125,339+99.5% | $134,475+86.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.16% | 750.33%-751.5pp | 572.05%-573.2pp | 417.96%-419.1pp |
| Employer contribution / active EE | $17,841 | $5,243+240.3% | $4,814+270.6% | $4,740+276.4% |
| Participant deferral / active EE | $17,680 | $7,799+126.7% | $7,446+137.4% | $6,400+176.3% |
| Admin fee / account holder | $1,366 | $11,571-88.2% | $10,010-86.4% | $11,426-88.0% |