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 5-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 | $907,973 | $138,044+557.7% | $125,339+624.4% | $134,475+575.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.60% | 750.33%-753.9pp | 572.05%-575.6pp | 417.96%-421.6pp |
| Employer contribution / active EE | $2,771 | $5,243-47.2% | $4,814-42.4% | $4,740-41.5% |
| Participant deferral / active EE | $12,692 | $7,799+62.7% | $7,446+70.5% | $6,400+98.3% |
| Admin fee / account holder | $35,089 | $11,571+203.2% | $10,010+250.6% | $11,426+207.1% |