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 | $250,188 | $152,509+64.0% | $117,472+113.0% | $134,475+86.0% |
| Participation rate | 95.7% | 77.1%+18.6pp | 70.6%+25.1pp | 81.2%+14.4pp |
| Annual return | -15.27% | 52.99%-68.3pp | 29.74%-45.0pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,039 | $5,571-81.4% | $4,176-75.1% | $4,740-78.1% |
| Participant deferral / active EE | $8,985 | $4,818+86.5% | $4,070+120.7% | $6,400+40.4% |
| Admin fee / account holder | $8,009 | $7,004+14.4% | $5,645+41.9% | $11,426-29.9% |