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 | $257,650 | $138,044+86.6% | $125,339+105.6% | $134,475+91.6% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -13.79% | 750.33%-764.1pp | 572.05%-585.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $3,602 | $5,243-31.3% | $4,814-25.2% | $4,740-24.0% |
| Participant deferral / active EE | $7,000 | $7,799-10.2% | $7,446-6.0% | $6,400+9.4% |
| Admin fee / account holder | $1,030 | $11,571-91.1% | $10,010-89.7% | $11,426-91.0% |