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 | $364,667 | $138,044+164.2% | $125,339+190.9% | $134,475+171.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.29% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $8,875 | $5,243+69.3% | $4,814+84.4% | $4,740+87.2% |
| Participant deferral / active EE | $6,331 | $7,799-18.8% | $7,446-15.0% | $6,400-1.1% |
| Admin fee / account holder | $25,709 | $11,571+122.2% | $10,010+156.8% | $11,426+125.0% |