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 | $393,283 | $106,543+269.1% | $91,220+331.1% | $134,475+192.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -8.96% | 160.60%-169.6pp | 114.01%-123.0pp | 417.96%-426.9pp |
| Employer contribution / active EE | $3,907 | $3,331+17.3% | $2,850+37.1% | $4,740-17.6% |
| Participant deferral / active EE | $7,830 | $4,719+65.9% | $4,234+84.9% | $6,400+22.3% |
| Admin fee / account holder | $74,710 | $6,231+1099.1% | $5,420+1278.5% | $11,426+553.9% |