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 | $361,000 | $138,044+161.5% | $125,339+188.0% | $134,475+168.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -20.44% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,306 | $5,243-36.9% | $4,814-31.3% | $4,740-30.2% |
| Participant deferral / active EE | $12,317 | $7,799+57.9% | $7,446+65.4% | $6,400+92.5% |
| Admin fee / account holder | $11,518 | $11,571-0.5% | $10,010+15.1% | $11,426+0.8% |