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 | $426,141 | $133,958+218.1% | $112,228+279.7% | $134,475+216.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.55% | 47.11%-54.7pp | 27.45%-35.0pp | 417.96%-425.5pp |
| Employer contribution / active EE | $27,788 | $4,038+588.2% | $3,635+664.6% | $4,740+486.3% |
| Participant deferral / active EE | $17,160 | $5,291+224.4% | $4,728+262.9% | $6,400+168.1% |
| Admin fee / account holder | $1,954 | $7,489-73.9% | $6,410-69.5% | $11,426-82.9% |