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 | $444,342 | $180,449+146.2% | $154,107+188.3% | $135,375+228.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.43% | 888.09%-891.5pp | 735.12%-738.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $10,548 | $6,035+74.8% | $5,298+99.1% | $4,779+120.7% |
| Participant deferral / active EE | $10,105 | $5,806+74.0% | $5,081+98.9% | $5,609+80.2% |
| Admin fee / account holder | $12,570 | $16,143-22.1% | $13,411-6.3% | $10,827+16.1% |