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 | $257,147 | $90,600+183.8% | $79,464+223.6% | $135,375+90.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.72% | 977.43%-985.2pp | 718.14%-725.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $12,276 | $3,068+300.1% | $2,800+338.4% | $4,779+156.9% |
| Participant deferral / active EE | $4,165 | $4,050+2.8% | $3,704+12.5% | $5,609-25.7% |
| Admin fee / account holder | $18,781 | $5,907+218.0% | $5,113+267.3% | $10,827+73.5% |