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 | $259,815 | $138,044+88.2% | $125,339+107.3% | $134,475+93.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -12.79% | 750.33%-763.1pp | 572.05%-584.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $8,286 | $5,243+58.0% | $4,814+72.1% | $4,740+74.8% |
| Participant deferral / active EE | $8,818 | $7,799+13.1% | $7,446+18.4% | $6,400+37.8% |
| Admin fee / account holder | $27,448 | $11,571+137.2% | $10,010+174.2% | $11,426+140.2% |