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 | $565,252 | $180,449+213.2% | $154,107+266.8% | $135,375+317.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -6.34% | 888.09%-894.4pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $11,417 | $6,035+89.2% | $5,298+115.5% | $4,779+138.9% |
| Participant deferral / active EE | $8,047 | $5,806+38.6% | $5,081+58.4% | $5,609+43.5% |
| Admin fee / account holder | $29,672 | $16,143+83.8% | $13,411+121.3% | $10,827+174.1% |