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 | $838,929 | $160,055+424.2% | $140,016+499.2% | $135,375+519.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -5.65% | 911.38%-917.0pp | 651.12%-656.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $23,422 | $6,420+264.8% | $5,606+317.8% | $4,779+390.1% |
| Participant deferral / active EE | $17,029 | $7,642+122.8% | $6,927+145.8% | $5,609+203.6% |
| Admin fee / account holder | $101,533 | $13,328+661.8% | $10,705+848.4% | $10,827+837.8% |