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 | $289,830 | $147,167+96.9% | $111,392+160.2% | $135,375+114.1% |
| Participation rate | 93.8% | 84.0%+9.7pp | 78.9%+14.9pp | 82.6%+11.1pp |
| Annual return | -5.39% | -4.44%-1.0pp | -2.06%-3.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $13,091 | $5,204+151.5% | $4,328+202.5% | $4,779+173.9% |
| Participant deferral / active EE | $9,406 | $6,565+43.3% | $5,567+69.0% | $5,609+67.7% |
| Admin fee / account holder | $821 | $20,270-95.9% | $12,266-93.3% | $10,827-92.4% |