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 | $333,019 | $138,044+141.2% | $125,339+165.7% | $134,475+147.6% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -12.65% | 750.33%-763.0pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $3,498 | $5,243-33.3% | $4,814-27.3% | $4,740-26.2% |
| Participant deferral / active EE | $5,321 | $7,799-31.8% | $7,446-28.5% | $6,400-16.9% |
| Admin fee / account holder | $3,175 | $11,571-72.6% | $10,010-68.3% | $11,426-72.2% |