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 | $611,076 | $93,024+556.9% | $77,024+693.4% | $134,475+354.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -9.41% | 62.60%-72.0pp | 42.32%-51.7pp | 417.96%-427.4pp |
| Employer contribution / active EE | $26,793 | $3,418+683.9% | $2,812+852.7% | $4,740+465.3% |
| Participant deferral / active EE | $15,738 | $5,238+200.5% | $4,426+255.5% | $6,400+145.9% |
| Admin fee / account holder | $9,630 | $6,944+38.7% | $5,425+77.5% | $11,426-15.7% |