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 | $406,476 | $266,879+52.3% | $149,718+171.5% | - |
| Participation rate | 0.0% | 82.4%-82.4pp | 87.1%-87.1pp | - |
| Annual return | 12.38% | 8.05%+4.3pp | 1501.63%-1489.2pp | - |
| Employer contribution / active EE | $0 | $3,117-100.0% | $5,445-100.0% | - |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,569-100.0% | - |
| Admin fee / account holder | $102,215 | $11,107+820.3% | $11,283+805.9% | - |