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 | $353,593 | $160,055+120.9% | $140,016+152.5% | $135,375+161.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.48% | 911.38%-915.9pp | 651.12%-655.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $25,767 | $6,420+301.3% | $5,606+359.7% | $4,779+439.2% |
| Participant deferral / active EE | $14,023 | $7,642+83.5% | $6,927+102.4% | $5,609+150.0% |
| Admin fee / account holder | $24,787 | $13,328+86.0% | $10,705+131.5% | $10,827+128.9% |