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 | $325,630 | $92,703+251.3% | $82,719+293.7% | $134,475+142.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.06% | 944.92%-956.0pp | 701.18%-712.2pp | 417.96%-429.0pp |
| Employer contribution / active EE | $17,406 | $3,274+431.7% | $3,009+478.5% | $4,740+267.2% |
| Participant deferral / active EE | $3,725 | $4,802-22.4% | $4,395-15.2% | $6,400-41.8% |
| Admin fee / account holder | $16,337 | $5,983+173.1% | $5,329+206.6% | $11,426+43.0% |