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 | $265,190 | $160,055+65.7% | $140,016+89.4% | $135,375+95.9% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.5%-17.5pp | 82.6%-12.6pp |
| Annual return | -5.98% | 911.38%-917.4pp | 651.12%-657.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,688 | $6,420-42.6% | $5,606-34.2% | $4,779-22.8% |
| Participant deferral / active EE | $11,904 | $7,642+55.8% | $6,927+71.9% | $5,609+112.2% |
| Admin fee / account holder | $58,796 | $13,328+341.1% | $10,705+449.2% | $10,827+443.0% |