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 | $284,453 | $138,065+106.0% | $123,544+130.2% | $135,375+110.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.24% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,925 | $5,151-43.2% | $4,628-36.8% | $4,779-38.8% |
| Participant deferral / active EE | $14,719 | $6,799+116.5% | $6,426+129.1% | $5,609+162.4% |
| Admin fee / account holder | $7,202 | $10,916-34.0% | $9,284-22.4% | $10,827-33.5% |