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 6-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 | $427,846 | $190,805+124.2% | $159,960+167.5% | $134,475+218.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.72% | 552.23%-566.0pp | 408.60%-422.3pp | 417.96%-431.7pp |
| Employer contribution / active EE | $13,258 | $4,995+165.4% | $4,226+213.7% | $4,740+179.7% |
| Participant deferral / active EE | $11,209 | $6,923+61.9% | $6,182+81.3% | $6,400+75.1% |
| Admin fee / account holder | $3,733 | $10,471-64.4% | $8,698-57.1% | $11,426-67.3% |