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 | $432,677 | $180,449+139.8% | $154,107+180.8% | $135,375+219.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.26% | 888.09%-895.3pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $8,760 | $6,035+45.2% | $5,298+65.4% | $4,779+83.3% |
| Participant deferral / active EE | $9,130 | $5,806+57.2% | $5,081+79.7% | $5,609+62.8% |
| Admin fee / account holder | $326 | $16,143-98.0% | $13,411-97.6% | $10,827-97.0% |