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 | $286,439 | $138,065+107.5% | $123,544+131.9% | $135,375+111.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.27% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $32,921 | $5,151+539.1% | $4,628+611.4% | $4,779+588.9% |
| Participant deferral / active EE | $19,709 | $6,799+189.9% | $6,426+206.7% | $5,609+251.4% |
| Admin fee / account holder | $3,719 | $10,916-65.9% | $9,284-59.9% | $10,827-65.6% |