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 | $517,770 | $160,055+223.5% | $140,016+269.8% | $135,375+282.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.15% | 911.38%-915.5pp | 651.12%-655.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $23,842 | $6,420+271.3% | $5,606+325.3% | $4,779+398.9% |
| Participant deferral / active EE | $16,395 | $7,642+114.5% | $6,927+136.7% | $5,609+192.3% |
| Admin fee / account holder | $61,236 | $13,328+359.5% | $10,705+472.0% | $10,827+465.6% |