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 9-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 | $837,389 | $106,543+686.0% | $91,220+818.0% | $134,475+522.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.66% | 160.60%-175.3pp | 114.01%-128.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $15,632 | $3,331+369.4% | $2,850+448.5% | $4,740+229.8% |
| Participant deferral / active EE | $10,962 | $4,719+132.3% | $4,234+158.9% | $6,400+71.3% |
| Admin fee / account holder | $6,364 | $6,231+2.1% | $5,420+17.4% | $11,426-44.3% |